Why Us?

An Objective Approach To Problem Solving

Critical to our “needs-based” approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you to achieve your goals. To that end, we use a four step process to solving financial problems:

Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your existing plans to see if they meet your current and future needs.

We prepare a written strategy, making suggestions to fill in the gaps and to help you reach your objectives more efficiently.

Once you have confirmed our recommendations, we work with you to implement your strategy by securing and coordinating the required products and services.

Because your financial situation is bound to change, we work with you over time, through annual reviews, to monitor the performance of your strategy and ensure that it is always focused on helping you to achieve your goals.

*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.

**Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.