Step 1: YOU - From the start and during our long-term connection, our attention is really on you. We'll spend some time together with you, studying about you, your targets, desirable lifestyle, feelings and resources. We want to listen and thoroughly understand where you are now and where you want to go.
Step 2: PLAN - We react by creating your customized and extensive strategy. In doing this, we examine the entire image, utilizing creative suggestions and detailed strategies. We draw from different disciplines and interact with an advisory team of legal, tax and other specialists.
Step 3: IMPLEMENT - We work closely Together with you to execute your plan via a Wide Selection of financial products provided through your broker-dealer and coordinate the services and products provided by members of your service provider team.
Step 4: TRACK AND UPDATE - We proactively and diligently track each element of your strategy and maintain that you are always fully informed. Together, we make prudent plan updates to integrate your lifestyle changes, economic changes and tax code changes. We want to ensure that the plan components are continually working together toward your aims and desired lifestyle.