WEALTH MANAGEMENT PROCESS

We know how hard our clients work for their money, and why. They do it to build a meaningful life for themselves, their family, and their community. We will work  hard to help them achieve that lifestyle. We are backed by over a hundred years of combined experience helping clients manage their wealth and access the depth of resources available to us.

Before we develop any specific recommendations, our team take the time to understand who you are as an individual and what you want to accomplish with your wealth and your lifestyle.

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We will work through the following process together:

1. Setting Your Financial Objectives: Our relationship begins by reviewing your retirement plan, the investments you currently own, your tax issues, and your tolerance for risk. We will check your current financial resources, your time horizon for various goals, and how your liabilities are structured.

2. Developing Your Wealth Management Strategy: Based on our in-depth conversation and your input, our recommendations will address income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer, and business succession. Of course, your plan will include an asset allocation strategy designed to monitor your risk levels an your investments.

3. Implementing Your Plan: We will work with you to find the most appropriate investment strategy best suited for you by using a vast array of financial models and extensive information available to us.

4. Ongoing Review: The last piece of our plan is an ongoing review of your investments, portfolios, performance, and how they are meeting your goals. More often, it is the product of hard work and effective planning. However, maintaining a prudent investment process requires discipline and diligence. Simply monitoring and evaluating thousands of different investment management firms can consume substantial time and resources. Diversification does not guarantee a profit or protection against loss.