Planning is bringing the future into the present so that you can do something about it now."
  --Alan Lakein

Everything starts with a good plan. This is why we like to take the time to get to know you and your financial goals.

Insurance Planning

Call today for your Insurance options!

1.Our planning process starts with the initial free consultation.   We do this so because we'd like you to get to know us and to allow you the opportunity to make an informed decision.  During this meeting, feel free to ask as many questions as you would like.  We will also explain how our investment management and financial planning services work, inform you of some of the products that we offer and obtain relevant information from you in order to create a proposal.

 2.  Once we establish your goals WITH you.  We go to work FOR you.  We then meet with you to discuss the proposed plan, which, depending on your financial goals, could include:

*Financial Analysis
*Investment Analysis
*Investment Recommendations
*Retirement Plan
*Annuity or Insurance Recommendations
*Debt Planning Recommendations
*Social Security Information
*Combination of the above


3.  Your next meeting will be with our Client Services professional who will oversee every detail of the implementation of your plan.  This process often includes opening/closing, transferring or retitling of accounts, transferring assets, and working on your behalf with third parties to accomplish your financial or investment plan.

4.  Once your accounts or contracts are established, we will closely monitor the investments to ensure that we stay on track with your financial goals.  You will receive a bound copy of all your account paperwork, client agreement, firm disclosures and privacy policy.

 5.  We will meet with you annually, semi-annually or as needs arise to review your investments and make recommendations. Throughout the year, our Client Services professional will keep in contact and be available to assist you with service requests and with your account.

do you have retirement goals?

1.321.723.5480