FIRST WE LEARN ABOUT YOU BY: 

• Gathering the facts using detailed financial and risk tolerance questionnaires.
• Analyzing and evaluating your current insurance and investment programs.
• Reviewing your wills, trusts, beneficiary designations and asset titling.
• Understanding what you think and how you feel:
  • What are your goals? What is most important to you?

NEXT WE GUIDE YOU IN: 

• Setting your priorities.
• Making the best use of your financial resources.
• Making informed decisions by reviewing alternative strategies.
• Implementing your plan, coordinating with your other advisors as needed.

AND THE PROCESS CONTINUES WITH: 

• Ongoing monitoring, performance reporting, and reviews -  to make sure we stay up-to-date with your evolving circumstances and that you are on track.
• Developing a long term relationship with you built upon trust and service.