Identify Your Goals & Resources
We conduct an in- depth discussion with you regarding your goals, family history and preferences.
Analyze Your Current Financial Picture
We review your current financial situation, including net worth and cash flow, investments, insurance, taxes, estate plans and savings.
Establish Financial Objectives
We identify the strengths and weaknesses of your current financial status.
Create Individual Strategies to Work Towards Attaining Your Overall Goals
The strategic planning phase, this step creates savings, investment, insurance and tax strategies for retirement and other financial goals.
Build a Customized Investment Portfolio
In your portfolio, we address specific needs laid out in the plan.
Monitor Investment Environment
Using sophisticated analytic techniques, we make tactical shifts in your portfolio to address risk and enhance potential performance.
Provide Proactive Communication and Ongoing Financial Planning
Our services include an annual investment review, financial workshops and 24/7 access to account data through WealthVision.