Our Disciplined Process
We have a clear process to understand your goals and develop appropriate recommendations.
Discovery Process
• Identify your goals, values, dreams, concerns /challengesDevelop Investment Strategy
• Determine risk tolerance
• Analyze current investment portfolio
• Develop asset allocation strategy
• Portfolio constructionDevelop Investment Meeting
• In-person meeting to present recommended investment strategyExecute Investment Strategy
• Open new accounts
• Transfer existing assets
• Conduct trades to execute agreed-upon Investment StrategiesFollow-Up Meeting
• First statements
• Organization of paperwork
• Set-up online account access and review online resources.Develop Wealth Management Plan
• Comprehensive Financial Planning
• Retirement Planning
• Credit and Lending
• Education Planning
• Charitable Giving
• Succession PlanningOngoing Management & Monitoring
• Develop schedule for review meetings
• Monitoring of asset management
• Changes as needed
Note: Each client’s situation is unique. At times, this process may be modified to better suit the needs of an individual or household.

Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn More

Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn More

What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn More