1
Introductory Call or Meeting
This is our chance to connect, understand what matters most to you, and answer any initial questions you may have.
2
Define Your Goals
We will listen. We want a complete and accurate understanding of your short-term and long-term life visions.
3
Determine Your Personal Rate of Return
We will perform a financial analysis of your assets and liabilities to determine the rate of return you need to help you achieve your goals.
4
Create Your Plan
We will research and determine the strategies available to you based on your rate of return.
5
Select Your Tools to Help Fulfill Your Plan
We will provide you appropriate, unbiased and objective investment recommendations that will help you realize your goals.