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Our Process


How We Work

Our first priority is helping you take care of yourself, your family and your business (if applicable). We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Financial Planning

We create comprehensive strategies that are tailored to your goals, objectives, and those most important to you.

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Wealth Management

We start with you in mind.  Then we work with you develop a investing decision making process.

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Estate & Legacy Planning

In partnership with an attorney, we help you develop a plan to care for your family and your charitable causes.

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Education & College Planning

For many parents, as soon as they learn about their pregnancy thoughts turn to funding education and planning for how to get into college.  We can help.

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Employer Group Benefits

We help employers to attract and retain top talent by offering employee benefit solutions and executive planning designed for your business.

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Business Strategies

Through our experience working with business owners, we help you implement strategies for entering, expanding, and exiting a business.

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Income Tax Strategies

We analyze your situation from a tax perspective to make informed decisions to maximize your decisions during your earning years and retirement.

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Risk Management

We help you prepare for unforeseen risks by transferring that risk from you to another institution allowing you to focus on what's most important to you.

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Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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