what we do

Transparent. Concise. Performance.

What We Do

We'll lead you through a process so thorough, so illuminating and so liberating, you'll think to yourself.

"Why didn't I do this 10 years ago?"

We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the four key areas of retirement success.

For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

DOWNLOAD OUR APPOINTMENT PROCESS HERE

 

What’s Included

A comprehensive financial plan should be at the heart of any long-term investment plan. Investing isn’t just about growing your portfolio, it’s about aligning your portfolio with your specific goals. Whether it is generating retirement income, transferring wealth to future generations or leaving a charitable legacy, your goals come first in developing an investment strategy.

  • Comprehensive Financial Plan

  • Retirement Income Planning

  • Development of Investment Policy Statement

  • Discretionary Asset Management

  • Quarterly Meetings

  • Tax Loss Harvesting

  • Social Security Optimization

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Our Process


 

Step 1: Initial Phone Meeting

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.


 

STEP 2: First office meeting

Like a doctor, it’s important to diagnose before we prescribe.

The next step is a visit to our office. During this one-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns.

Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions.


 

Step 3: OUR ANALYSIS

This is where the magic happens

We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:

  • Are you on track to reach your long-term goals?

  • Can you afford to retire (or work optional)?

  • Can you eliminate, or at least reduce threats to your retirement?

  • Can your portfolio be improved?


 

STEP 4: SECOND OFFICE MEETING

This is where the proverbial rubber hits the road

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances.

At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.


 

STep 5: THINK ABOUT IT

We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.

Having been in business for more than a decade, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do their recommendations make sense to me?

  • Will the benefits they provide exceed their cost?

  • Do I understand and agree with their investment philosophy?

We will follow-up within a few days to determine how you would like to move forward.


 

STEP 6: SIGNING DAY!

We are truly honored to be working with you.

Before the fun begins, we will regroup (via phone or in-person) to answer any outstanding questions and set expectations for the new client process.

Prior to this meeting, we will have sent you a detailed breakdown of this process and addressed any concerns.


 
It’s kind of fun to do the impossible
— Walt Disney