6600 Brooktree Court,
"Whatever you do, do it well. Do it so well that when people see you do it, they will want to come back and see you do it again, and they will want to bring others and show them how well you do what you do."
- Walt Disney
We take your financial wellness to heart. We are committed to ensuring that you have a positive experience, beginning with our first interaction.
We carefully and respectfully engage with you through the following steps:
To begin, we work with you to uncover what is important and what concerns you may have about where you are or how best to get where you want to be. From there, we prioritize and address them one-by-one.
After our initial meeting, and upon review of your statements, we provide you with a custom designed investment asset allocation to help you meet your risk tolerance, including various investment options considered to implement this design. If insurance is involved, we will shop among numerous carriers to provide you with the best value.
Once all the facts are gathered, and possible solutions considered, we work under your approval to put the solutions into action. This step involves opening accounts, transferring money, applying for insurance coverage, if applicable, and more. We do not leave you to handle it all. We walk through what is required, including paperwork, to get you on your way.
While an annual review is always recommended, we are working for you throughout, monitoring market and economic conditions, tax code changes, and new products. We are prepared should anything affect your personal situation. If we see something, we will suggest adjustments when warranted. Lastly, but most importantly, we hold your information in confidence. While there is no obligation for you to implement your plan with us, it is our ideas and expertise for helping you that makes all the difference. It is in our ability to become your trusted partner in your financial journey. Call us today to schedule a consultation.