What We Do
First…To develop a long term relationship, built on integrity and ethical standards, used to deliver objective, strategic and prudent advice designed to help preserve, grow and transfer your assets – a “total solution” customized to accommodate “your” financial goals. Remember our motto….YOUR LIFE, YOUR WEALTH, OUR GUIDANCE..
We rely on a disciplined three-step process (illustrated above).
Step 1, we conduct a holistic review of your current estate, investment and business situation (if applicable) and analyze the components of your finances. Based on this information, we develop a comprehensive financial model of your current situation, including cash flow, income tax and estate distribution projections. Clear goals are set.
Step 2, from an in-depth analysis, we identify the gaps between your current planning and your objectives and risk tolerance. We then offer alternative strategies and identify solutions that fit your situation. These customized recommendations form the basis of your financial plan.
Step 3, the final step of our process is implementation. If you choose to execute your plan, we help ensure each component is coordinated and integrated. We are committed to keeping your plan current by offering updated