We begin our relationship by getting to know you on a personal level. What are your goals? How much risk fits your personality? What do you want to accomplish now, later, and during retirement?
We'll also perform a complete evaluation of your current financial situation. Given your income and expenses, how much money can you invest? Do you have adequate insurance protection to keep your family and assets safe? Do you have kids who will be going to college?
With this information we'll develop a financial plan that helps you to accomplish your long-term financial goals.
Our first meeting is always free. This is a chance for us to get to know each other and begin to understand your needs and expectations.
Once we have a good understanding of your goals and needs, we'll begin developing a strategy for investing and growth.
Once the plan is approved, we manage and maintain your entire investment portfolio for the long haul.