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OUR CLIENT ENGAGEMENT PROCESS

Have you ever tried to put together a 1,000-piece puzzle without a picture? Managing wealth without a clear process is just as challenging. We believe if you focus on the right processes, in the right way, you can design your way to success.

How Our Team Provides Value.

We are a family focused wealth management firm.  We believe in  an authentic and genuine lifelong relationship that begins with the foundation of truth and honesty.   Our clients are like family to us, and we are selective for whom we accept into our family.  The process of becoming our client involves a few unique steps designed to achieve your goals, decide if we are a good fit and to monitor your progress

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1. DISCOVERY SESSION

     Establish understanding of family dynamics and current   

      situation

  • Family Story

  • Occupation

  • Recreation

  • Money Goals

  • Asset Summary

  • Team of Professionals

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2. DECONSTRUCTION ANALYSIS

We will perform a deconstruction analysis on your total financial situation. The combination of the following elements will be included to identify your financial strengths and the problem areas that need improved.

  • Our sensitivity and responsiveness to the human element

  • Wealth Strategy Confidence Checklist

  • State-of-the-art technical expertise in financial products and legal strategies.

  • Sophisticated wealth planning software

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3. WEALTH STRATEGY RECOMMENDATIONS

We provide a Fiduciary commitment to partner with you in your best interest.  We design a holistic wealth strategy based on 4 wealth cornerstones

 

  • Retirement and Investment Advisory

  • Tax Mitigation Planning

  • Family Protection

  • Family Legacy and Estate Planning

We deliver actionable advice, starting with the wealth cornerstone most important to you and your family. 

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4. MONITOR AND ADJUST

As life unfolds, changing events often cause your needs to evolve.  

  • We will always proactively communicate with you to make sure we maintain a current understanding of your family dynamics. 

  • We will constantly be reviewing your strategy’s progress relative to what you want to accomplish.

  • We will adjust as needed.

ENJOYING MORE & WORRYING LESS?

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

Request a no-cost, no-obligation second opinion meeting today.

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DON'T PANIC!

VOLATILE MARKETS

Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.

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GRAB YOUR COMPLIMENTARY COVID-19 REPORT NOW!

Due to the Coronavirus, having a complimentary Second Opinion on your finances is not only prudent. It's just plain common sense!