Our Process

Disciplined Process

Whatever your retirement goals are, our financial planning process will help you work towards them. We take a consultative approach to thoroughly understand your goals and concerns in order to provide objective strategies to help you pursue your vision.

Phase I: Identify 

We begin this state during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase III: Seek to Protect

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.


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Phase II: Review

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to seek long-term success.

Phase IV: Allocate/Monitor 

We allocate our client’s portfolio in relation to their time frames and risk tolerance. We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that needs their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.