The Planning Process

Throughout the financial planning process, we never lose sight of one essential element - personal service. We provide the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for your financial future. When you partner with us, you work with a team of professionals in investment and retirement planning, education funding, insurance protection and estate and business planning.

We can help. With our experience, knowledge and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances. We're here to help you find the solutions to realize your dreams.

The rhythm of our relationship is our Strategic Wealth Experience process.

1. Review Current Strategies

We discuss opportunities you may have missed due to years of nonintegrated advice. This initial exchange of information offers insight into how our work is substantially different from your current plan.

2. Qualify Value

You see that our integrated team approach delivers unique estate, business succession, investment planning, and tax reduction strategies. Our relationship begins with the knowledge that there is essential work to be done.

3. Understand Your Situation

We work together to gain a thorough understanding of your family's financial philosophy. Knowing your specific situation and objectives allows us to explore opportunities not previously considered.

4. Access Opportunities

The foundation of your plan begins to take form. Your personal goals and financial situation are confirmed.

5. Chart Your Course

Sophisticated strategies are outlined in plain English. These strategies are prioritized, and decisions are made.

6. Initiate Action

Without well-orchestrated implementation, even the best plan is not worth the paper it's printed on. Using professional persistence and a team approach, we take your financial plan concept to reality.

7. Our partnership Continues...For Generations

We continue to move in your chosen direction. Together, we make necessary adjustments due to changes in your situation, tax laws, and the economy.