Our Process

Being independent advisors means we are free to recommend only those products and services that address our clients’ needs – that is, no quotas or pressure to sell proprietary products.  Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for you and your company.


Our Objectives:_______________

·       Analyze and manage risk

·       Maximize benefit programs

·       Help to minimize taxes

·       Coordinate your personal and business plans


We believe that an in-depth discussion of your particular situation will enable us to assist you in meeting these objectives.


Our Procedure:_______________

·      Systematically collect all relevant data

·      Assess present needs and future goals

·      Help to design and propose solutions

·      Implement desired changes

·      Establish a plan for regular, structured reviews



Together, we'll make sure the steps you have taken, and the adjustments you may implement, continue to address your unique goals and financial objectives.




Our Commitment:______________

·      Work with your attorney, CPA, and other advisors

·      Excel in client service and product selection

·      Provide personal, prompt service