It is critical we understand your personal financial situation, risk tolerance, and goals. We will have a thorough conversation on what you need to accomplish, what you would like to accomplish, and “dream” goals you would like to achieve.

Depending on your investment experience we will spend time educating you on different investment options. This conversation will include how the investments work, their historical performance, and their appropriateness for your situation.

We will develop a custom-tailored retirement strategy designed to help you pursue your goals. This step in our process only occurs after we understand your financial situation, tolerance for risk, and your experience investing.

After we have developed a retirement strategy, we will propose investment options that may help you work towards your goals. Once we have reviewed the portfolio and made any necessary adjustments, we will proceed with purchasing the investments.

We will be monitoring your investments and retirement strategy on an ongoing basis. Life may throw us curveballs from time to time and when these events happen, we likely will need to update your strategy.

We encourage our clients to include us in major financial decisions like buying a home, refinancing, paying off debt, funding college, and the list goes on. Working with a smaller base of clients allows us to focus on what matters most to our clients.