Services

Real world solutions to real world needs. In that respect, we consider our roles to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

We can help business owners and individuals develop strategies to reach their goals by developing a Financial Plan^* in any of the following areas:

• Net Worth Analysis

• Cash Flow Analysis

• Investment Planning

• Retirement Planning

• Education Planning

• Risk Management

• Estate Planning

• Business Planning

• Executive Benefits Planning

• Charitable Planning

• Whether you are an individual or business owner our process driven approach is a successful time tested method.

Step 1: Discuss - Everyone is different, so it's important for us to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more we get to know about you, the more insightful our recommendations and advice will be.

Step 2: Design – In this step we analyze your objective and subjective data utilizing state of the art Financial Planning software. Then we use that data to develop a clear report outlining the best strategy for you in each planning area you chose.

Step 3: Deliver – Lastly, we present the plan to you allowing you time to ask questions and clarify any questions you may have. You then decide how to go about implementing the plan. Work with us, do it yourself, or your current advisor. We can even consult with your tax and legal advisors to make sure our efforts fit in with your overall plans. If you choose to work with us, we can set up a review and monitor appointment on a semi-annual, annual or bi-annual basis.