Broker Check

Services

How We Work

We work with clients from all walks of life. We start by meeting to walk thru your financial situation; to learn about your concerns, needs, and financial goals. We do this by asking questions you may have not thought about before. We then develop a comprehensive financial plan to address each area that needs attention.

1. Introductory Meeting

We will meet and discuss your financial goals, objectives, and values. We listen and get to know your unique story. We walk through each area of you financial situation to see what needs addressed.

2. Customize Your Financial Plan

We analyze the information collected during the introductory meeting to come up with the best solutions to meet your financial goals. Then we develop your custom financial plan.

3. Action Meeting

We meet to go over your unique financial plan in an easy to understand way. We go over detailed action steps on how to meet your goals. Then we continue to review your situation as changes happen and adjust as needed.

Investments

Asset Allocation

stocks, bonds

ETFs

mutual funds

IRAs

Roth IRAs

Brokerage

Retirement Plans

Financial Planning

Cash Flow

Budgeting

Retirement Planning

Insurance Review

Tax Review

Estate Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.