Broker Check

Our Process 






If you have not done so already, please take a couple of minutes to view the video that describes much of what we do for our clients.  If it has been a while since you last viewed it, we recommend that you review it from time to time as a reminder.

The following diagrams should be fairly self-explanatory.  The first is a simplified portrayal of our investment and wealth management process.  The second is a flow chart of consultative process with new client, and the estimated time we spend in each step.  The third is a more detailed flow chart of all of the processes we use for our Private Wealth Management clients and with our Retirement Planning clients.








As mentioned above, If you decide to move forward with our services, the following is a simplified diagram of the systematic process we use, with the estimated amount of time between each of the process steps that you can expect.  Depending on the complexity of your unique situation, the process could be quicker, or may require more time to implement.






If we are planning for more complex situations like Private Wealth Management or Retirement Planning, the process usually becomes much more complex.  Whatever your financial planning needs are, we have the expertise to help you achieve your goals.  If you have any questions, please feel free to fill out the information request at the bottom of the page.







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