At this stage, we dive deeper into recommendations for limiting your exposure to risk. We design strategies using a variety of products from the providers that are most suitable for your unique set of goals. As an independent firm, our loyalty belongs exclusively to our clients, not to a particular provider or parent company.
Next, we focus on ensuring the longevity of your assets. This often includes collaboration with our strategic partners in order to create a truly comprehensive plan that covers all facets of your estate.
Through close collaboration with the client, we establish an initial comprehensive plan of action. We are proud to offer industry-leading technology featuring a secure, web-based, personal financial management dashboard for each client which provides a complete financial snapshot, in real time.
PERIODIC REVIEW + ADAPTATION
Following implementation, we review the benchmarks set for your plan to ensure you stay on track towards successfully meeting your goals. We continually monitor and adapt your plan as needed to suit your constantly changing financial environment and circumstances.
GETTING TO KNOW YOU
Our relationship-based approach begins with learning all about our clients' current needs and personal and professional goals. This can include everything from family planning to philanthropic aspirations. Our firm also specializes in assisting business owners with preparing their organizations for the future and protecting their hard-earned assets.
We perform a thorough analysis of the client's current financial picture including but not limited to, savings, investments, insurance policies and tax records. This allows us to see any areas of opportunity where we may be better able to align your financial plan with your current and future needs.