MY PROCESS


PLANNING FOR THE LIFE YOU DESERVE

We provide a comprehensive and integrated planning process which firmly focuses on what matters to you, your family or your business. Our highly skilled team of professionals won’t recommend a variety of unrelated products but will consider your overall objectives and provide a strategy to help you work towards those goals and achieve the life you deserve.


OUR FIVE KEY STAGES IN THE PROCESS

We start by working closely with you to identify your financial needs and objectives so that we can create a personalized financial plan. We will also ensure we implement strategies that are consistent with your goals by coordinating with your attorney, CPA or other professionals. We then provide ongoing monitoring of your plan to ensure your strategies stay on course.

 

* The producer's relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.

**We do not offer tax or legal advice. Tax Management and Estate Planning services are provided working together with your Estate Attorney, Tax Advisor and/or CPA. Any individuals involved in the estate planning process should work with an estate planning team including their own personal legal or tax counsel. Consult them for advice on specific legal or tax matters.