We provide comprehensive financial planning and wealth management strategies. Our services include retirement planning, investment management, life and long-term care insurance, annuities, risk management guidance, education funding strategies, tax-efficient planning, and estate planning coordination. We also work closely with your CPAs, attorneys, and other trusted professionals to ensure your financial strategies are aligned. Whether you’re building wealth, preparing for retirement, or managing your legacy, our advisors are here to guide you with a personalized, holistic approach to help you during every stage of life.

Due to the size of our firm, we have advisors who work with individuals, families and business owners at all stages in their financial journey. From young professionals just starting out in their careers, to young families saving for their children’s future needs, to pre-retirees worried about saving enough for retirement, to seeing clients through retirement confidently. Several of our advisors specialize in working with business owners who are concerned about employee retention and succession planning.

Internal Analysis of Client Options

Before meeting again, our team will work together internally to conduct a thorough analysis of the various options available to you to pursue your goals.

• Create accurate financial models
• Advisor prepares planning options for future collaborative discussions with client

Meeting Length: 1 Week (Between client meetings)
Time Until Next Meeting: 1 Week

• Meeting does not involve the client
• Advisor works with Financial Planning Department of firm
• Financial planning options created for client

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The Strategy Meeting

During the strategy meeting, we will review your goals and have a collaborative discussion regarding your cash flow strategies.

• Collaborative discussion to determine which cash flow strategy will help the client to pursue their financial goals

Meeting Length: 90 minutes
Time Until Next Meeting: 1 Week

• Review values and goals conversation
• Look at different options for financial goal planning
• Both market and tax-based considerations
• Evaluate different cash flow models to determine which would be the best suited strategy for the client

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The Solutions Meeting

Together, we will review and discuss our team's recommendations for your unique financial plan.

• Review and discuss custom recommendations
• Determine which investment strategy will ultimately be selected

Meeting Length: 1 Hour
Time Until Next Meeting: Often combined

• Review values and goals conversation
• Review Financial Analysis
• Discussion about which specific investment vehicles and risk management tools are best suited for the client's personal needs and goals
• Compare different options to make a final decision

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The Implementation & Statement Reading Meeting

Once we are on the same page regarding your financial plan, we will begin the necessary work to implement the strategies we've outlined.

• Complete all applications
• Value discussion
• Establish accounts

Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed

• Review values and goals conversation
• Discuss strategies and recommendations
• Provide client with all documentation
• Complete applications
• Establish online access
• Review first statement

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The "Standard of Care" Review Meetings

We will regularly monitor your plan's progress and meet to discuss any necessary updates to keep your strategy on track.

• Determine if plan is still meeting client's needs and goals
• Implement any necessary adjustments

Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed

• Review values and goals conversation
• Monitoring and review
• Discuss further financial vehicles including insurance, wills, trusts, power of attorney, long-term care, estate planning, accumulation, and property and casualty

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