Client-First Service
We provide a layered client interaction structure to ensure the most efficient and thorough client experience. Once you join our client family, you will meet with our CFP and Financial Advisor to structure your financial plan. Our Director of Client Relations and Operations Specialist will be your “back office” support, helping you set up your accounts and providing you with educational and operational materials on an ongoing basis.
Our Process Flow follows the diagram below. We seek to set up your investments for growth and accumulation, manage your investments around your life and financial events, protect your investments from outside trigger events, and plan for each stage of your life from budgeting to retirement.
CLIENT INTERACTION
Plan Design
Vendor Selection
Investment Selection
Plan Reviews
Enrollment Meetings
Education & Communication
Seminars
One-on-One Meetings
Client Reviews
Seminar Organization
Educational Materials
General Service
Account Maintenance
Account Service
Client Account Questions
Account Paperwork
INVESTMENT PLAN
Managed Money Accounts
Annuity Growth Accounts
REIT Growth Accounts
Brokerage Accounts
Account Reviews
Asset Allocation
Risk Tolerance Monitoring
Active Management in Managed Money Accounts
Insurance Services
Downside Protection Plans
Life Insurance
Annuity Accounts
Financial Planning
Estate Planning
Tax Planning
Retirement Planning
College Planning
Budgeting
Transition Planning