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Our Process


Our Process

your future starts now

Using a disciplined approach, we work to ensure that your goals remain at the center of all recommendations and strategies.

Project Your Goals

Discuss your future objectives and goals:

  • Retirement Goals
  • College Education Funding
  • Family Gifting
  • Charitable Giving
  • Tax Planning
     

Appraise Your Situation

We evaluate the strategies in place:

  • Personal Investments
  • Retirement Accounts
  • Real Estate
  • Business Interests
  • Insurance Policies
  • Wills and Trusts
  • Tax Returns

Perform Analysis

We analyze your situation to determine your Total Wealth Plan solution.

  • Asset Allocation Mix
  • Management of Cash Flow
  • Tax Strategies
  • Estate Planning
  • Insurance Coverages
  • Gifting Strategies
     

Provide Options

Presentation of your Total Wealth Plan with specific strategies designed to meet your overall financial situation.

  • Alternative Solutions
  • What If Scenarios
  • Risk vs. Reward Considerations
  • Consensus with other Advisors

     

 

Implement Strategies

Prioritization of your goals for implementation of your Total Wealth Plan :

  • Coordinate with other advisors and resources as appropriate
  • Adjust your investment portfolios as needed
  • Implement tax, estate planning and other wealth management strategies

Monitor Plan

To help optimize your
Total Wealth Plan , we will:

  • Report on a regular basis
  • Monitor and evaluate any opportunities or concerns
  • Address ongoing changes in your personal situation