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About Group Image

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyle, goals, wishes, dreams, and family situation. Through a consultative process, we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions

Financial Planning

  • Independent Financial Management Planning Services
  • Focus on our client’s financial relationship and needs
  • Large enough to meet all of our client’s needs, boutique enough to focus on specific needs
  • We offer solutions first, then discuss the right path
  • Value-added services

Client Programs and Events:

  • Workshops: Educational presentations to discuss current financial topics.
  • Client Introduction Program (CIP): An opportunity for our clients to introduce their friends, family, or co-workers to the firm.
  • Client Appreciation Program: An event to tell our clients  “Thank You”
  • New Client Event: A means to welcome new clients to our firm.
  • Growth Initiative: The process of growing our firm through introductions and referrals.
  • Monthly Mailings: Economic updates, emails, and articles to keep you up to date with the financial world

What Makes Us Different

Some of the ways we differ from other firms include:

  • Our strong menu of services which include a comprehensive review of your tax reduction strategies, estate plans, investment plans, retirement plans, and protection plans.
  • Our frequent and regularly scheduled meetings with clients to update your specific plans and discuss your personal situation. Our strong and consistent calendar of high-quality newsletters, tax reports and other reports and articles.
  • Educational workshops and presentations to discuss current financial topics. Our Client Introductory Program (CIP) is an opportunity for our clients to introduce their friends, family, or co-workers to our firm.
  • Periodic client appreciation events. Our client-focused services that feature our best and most current ideas, suggestions, and solutions.

Our Process

1
About Us

Initial Meeting

An informal sit down with you to learn about where you are currently in life, any fears or concerns you may have and your hopes for your financial future.

2
About Us

Follow Up Meeting

Answer any questions you may have from the initial meeting. Discuss our findings and determine if we mutually agree to proceed with a working relationship.

3
About Us

Final Meeting

After an even more in-depth analysis, a full plan will be presented for your approval. We will not proceed without your consent.