Our Approach

Our helpful, expert advisors are here to guide you. But first, we want to listen. Grab a cup of coffee as we get to know you and your retirement plans. Whether retirement is right around the corner, down the road or if you are already retired we’ll walk you through our four step process.

Let’s get started! At this point, we can definitely share what we do and how we help our clients. Our main goal with this first meeting is to do a lot of listening to you about: 

• Views on Money
• Personal Goals
• Current Financial Situation
• Investment Experience
• Time Frames
• Risk Tolerance

Next, our team analyzes the information you share with us to design a customized plan intended to help you reach your objectives. Because we look at your entire financial picture, this step may involve collaborating with your CPA, attorney and other professionals. We share our recommendations, answer your questions, consider options and outline the steps we need to take to implement your plan.

In this step, we put your customized plan into motion using the extensive tools available to us. Your plan may include investment and insurance products as well as other optional service solutions.

Once implemented, we’ll review progress based on your plan objectives. Communication is key here – be sure to let us know if any big changes in your life (change of career, marriage, children, retirement plans, financial goals, etc.).