401 East Jackson Street
Finding the purpose behind your plans is what makes our recommendations and client relationships flourish. Unless a financial plan considers your needs as a whole, it doesn’t have an opportunity for growth. Our planning process includes the following steps:
DISCOVERY: We gather information on your current assets, investment history, insurance, long term financial goals and risk tolerance.
GUIDANCE: We analyze the information from the discovery process and use it to create recommendations that align with your future goals and objectives.
IMPLEMENTATION: After you choose the direction for meeting your goals, we turn these strategies and plans into action by implementing your investment strategy.
COMMUNICATION AND REVIEW: We stay in touch and monitor your portfolio to keep it on track, making adjustments as needed.
Working together, we keep your plan up-to-date and relevant based on changes in your goals and objectives, market conditions and forecasts.