Our Process

The process we follow is to meet and speak with clients frequently, to understand your current needs and future goals with the ever changing market environment. This is accomplished through assessment:


We engage in an assessment process to evaluate and understand your current financial situation and goals:

  • Assets
  • Liabilities
  • Investment Accounts
  • Insurance Policies
  • Tax Returns
  • Current Tax Reduction Strategies

Coordinate Services

We can work directly with:

  • Accountants
  • Attorneys

This part of the process helps the client understand each professional's role and the collective value these professionals provide to help meet client objectives.


  • Help Create a Portfolio Strategy.
  • Assist you in Product or Service Development in line with your risks and goals.


  • Review the Portfolios on a regular basis.
  • Meet with clients to inform them of the market availability and possible volatility.  Balance portfolios to meet their changing needs and or goals.