Our Clients Satisfication
Is Our Goal
     
 
  4 step planning process:
  • Initial Discussion
  • Financial Analysis
  • Recommendation
  • Implementation
 
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Services

We take clients through a 4 step planning process:

  1. Initial Discussion ( 15 minutes of discussion time )
  2. Financial Analysis ( 30 minutes of discussion time )
  3. Recommendation ( 15 minutes of discussion time )
  4. Implementation ( 5 minutes of discussion time )

Followed by yearly review, Our discussions are:

  • Short
  • Focused
  • Straight to the point

It is common for us to utilize 1 hour to manage all

  • Risk management planning
  • Wealth accumulation planning
  • Estate distribution planning