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Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Advisors take a needs-based approach to our financial planning strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.


Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your financial portfolio to identify any gaps that may exist in your current plan.


We provide you with suggestions to fill in the gaps so you can choose the strategies best suited for your situation.


If you're satisfied with our recommendations, we work with you to implement* your strategies and secure the required products and services to help ensure your financial freedom.


Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

Our Advisors can help you with many of your financial needs. It is important to note that Advisors are only able to provide certain services if they are licensed to do so in your state. 

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

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