Services & Planning Process


Whether you are planning for retirement, for a child’s education, or if you have experienced a significant change in your life, our interest is to establish long-lasting, confidential relationships by providing service that is designed to help meet or exceed your expectations.

Retired Couple Bicycling

Planning for your future is a process, and we step you through it.

Step 1

  • Initial Consultation
  • Get to know each other
  • Discussion of goals and objectives
  • Identify assets and liabilities
  • Identify Investment Experience
  • Discussion of Mutual Expectations
    (Service and Performance)

Step 2

  • Research and Analysis
  • Review of objectives
  • Identify guidelines

Step 3

  • Second Meeting
  • Recommendations
  • Reaffirmation of periodic income needs

Step 4

  • Implementation Program
  • Review selection of products
  • Implementation of administrative documents

Step 5

  • Quarterly or periodic meeting
  • Review of quarterly statement
  • Evaluation of performance
  • Analysis and reaffirmation of goals
  • Invitations to on-going educational seminars
  • Quarterly newsletter

* The information contained herein is for informational purposes only. It is not a solicitation to sell or offer to buy. It is obtained from sources believed to be reliable; accuracy and completeness is not guaranteed.