Our Process and Services

Our Process

Our seasoned advisory team offers you their specific knowledge and experience to analyze, develop, and implement a comprehensive plan designed for you and your personal circumstances.

Our Process

Step 1: Initial Meeting

We’ll introduce who we are, what we do, and how we do it, and address any questions you may have.

Our History

Step 2: Initial Assessment

Next, we’ll look at your current planning to gain an understanding of where you are and where you want to go.

Our Values

Step 3: Plan Development

We analyze the information we discussed during your assessment and create action steps to move you closer to your goals.

Our Process

Step 4: Recommendations

Now we’re ready to have a conversation regarding the full range of available strategies relevant to your situation.

Our History

Step 5: Implementation

We walk you through all steps to execute the strategies we’ve chosen, and we’ll coordinate activities with other members of your team.

Our Values

Step 6: Service and Review

With a customized review schedule, we can adapt and plan accordingly for the uncertain future ahead.

Investment Planning

Rely on careful planning and strategizing.

Whether your goal is a comfortable retirement, to assist your children with college expenses, or to make a big purchase, we can design an investment plan for you. We’ll help you determine how much you will need and how much you should be saving. Together, we will address asset allocation and the suitability of different types of securities in light of your goals and risk tolerance.

Retirement Income Planning

You’ve worked hard to create your retirement savings, but now you face so many questions. Will my money last as long as I do? How much of it can I spend? What part of my savings should I spend first?

We can help answer all your questions and create a well-developed retirement income planning strategy that is specific to your needs. Together, we’ll evaluate your financial status and build a plan to help address your desired retirement lifestyle.

Let’s determine your retirement income goals and the actions and decisions necessary to address those goals.

Insurance Planning

Through proper insurance planning, we will evaluate your needs for life, long-term care, disability, and health insurance to help prepare you for the unexpected.

  • Life insurance can be used to help protect your loved ones, estate, business, and charitable intentions.
  • We can guide you through the planning opportunities available and developing a plan to help protect your assets.
  • Disability insurance provides coverage in the event of serious illness or injury that could prevent you from earning the income you and your family depend on.
  • Using the health insurance resources available to us, we can align you with an available plan that serves your needs, with a carrier in your state.

Legacy Planning


We have established invaluable relationships with a network of skilled estate planning attorneys and other trusted professionals. That means you get a complete, holistic plan that integrates financial and estate planning—including wills and trusts—to help seek financial security for you and your family.

Our Process

Legal Documents

Our History

Beneficiary Designation

Our Process

Life Insurance

Our History

Asset Ownership

Business Owner Strategies

Business Owner Strategies

Create a plan that coordinates your personal planning with your business planning.

If you are like many of our clients, you have dedicated your life to building your business. You’ve put in the hard work and now, your business should work hard for you. We’ll show you how to take advantage of effective business owner strategies including executive and employee benefits, 401(k) plan administration, succession planning, key person insurance, and buy-sell agreements.

Schedule Your Complimentary Consultation Today.

Interested in learning more? Connect with us to schedule a meeting with our seasoned team of professionals.

Contact Us