Our Process

This initial, no cost, confidential meeting is an opportunity for us to meet and determine your financial goals. This allows us to gain an understanding of what is important to you. With over 30 years of experience as a financial advisor, we will discuss our platinum services in detail, and answer any questions or concerns you may have.

With a mutual understanding, we will construct a financial plan using analytical software that meets your overall objectives and goals

We move your investment strategy forward, tailored to your specific goals, needs, and risk profile. We will complete any account applications and related forms that are necessary to move assets under our management ensuring you have online access 24/7.

We review every portfolio quarterly and make necessary adjustments to keep everything in line with your goals and objectives while continuing to provide our platinum services. Additionally, we contact our clients several times each year to keep them up to date with the status of their portfolios.