Our Process:

Tell us your story

We'll seek to obtain as much quantitative and qualitative information as necessary. We'll need to gather various statements and documents. We’ll identify your personal and financial objectives, needs, and priorities.

Let’s analyze your financial situation

We use state-of-the-art technology and a variety of analytical tools to evaluate your financial picture. We perform an asset allocation analysis of your investment portfolios with a review of the various holdings and full review of your various policies. We identify the strengths and weaknesses of your financial situation, and where you stand with respect to your financial goals given your current course of action.

Developing your personalized strategy

Based on our analysis, we develop recommendations in the context of the proposed strategy. In addition, we provide alternative scenarios along with solutions to assist you in reaching your financial goals. We will collaborate with you to confirm planning assumptions and get a sense of your thoughts about various strategies along the way.

Implementing your financial solutions and strategies

We work with you to determine how to best implement each aspect of your financial plan. As a comprehensive financial services firm, we have the ability to use a wide array of providers and solutions to implement your investment, risk management as well as estate and business planning strategies.

Monitoring your financial plan on an ongoing basis

We will continue to monitor the appropriateness of your financial plan and your progress over time, in accordance with the scope of our relationship. We will make appropriate modifications as changes occur in your personal and/or business life or in the market overall. We will always continue to educate you as new strategies and solutions may become available over time.