Our Process

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Our firm’s top priority is to help you define your goals in order to develop a comprehensive plan. We are committed to developing a relationship of trust and confidentiality. The better we understand your circumstances, the better we can respond to your needs.

This relationship is initialized by a series of interviews where realistic goals are set. These goals are based on the client’s income, age and level of risk. We gather data in order to develop a comprehensive plan which will include all of the services that are pertinent to that client such as insurance, college savings, investments, retirement, and/or estate preservation. The plan is then reviewed and recommendations are made to reach our client’s objectives. We will review the plan’s progress and re-examine goals at least annually to ensure that your current plans and holdings are consistent with your personal goals.

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Through this in-depth process we hope to provide our clients with the information they need to make sound decisions. Investing can be complicated and time consuming, but in our experience, through capturing the full picture of an individual’s circumstances we are able to help put everything into perspective. We have been very successful in helping people plan for their futures. Our clients are very loyal and always proud to recommend us.

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