We strive to help people protect what they have built and to establish a legacy they will be proud of – both during and after their lifetime

 

Proprietary Planning Process



This revolutionary process brings clarity and focus to the financial security planning process. The four-step process gives you the confidence you need to help achieve your goals. Our proprietary program provides a strategic framework for helping clients make the right financial decisions at every stage of their careers, bringing the financial potential of their busy and challenging lives into focus. The end result is a complete, personalized master financial security plan. This action plan outlines the financial decisions and products best suited to your specific needs, showing you how to achieve your financial goals.

  • Keeping you on track

    Ongoing review of your financial progress to help clarity in all financial decisions:

    - Systematic portfolio rebalancing

    - Detailed performance reports

    - Comprehensive in-person review of overall financial progress

    - Tax efficiency monitoring

  • Putting your strategy into action

    Implementation of your master financial plan provides you with a systemized method of acquiring the additional financial products needed to help your goals:

    - Due diligence and market analysis

    - Optimal solution selection

    - Complete underwriting management

    - Selection of financial products and professional investment managers

  • Creating Your Strategic Blueprint

    A customized roadmap outlining what must be done to achieve your personal and financial goals:

    - Overview of financial position

    - Cash flow analysis

    - Investment priority planning

    - Risk management formulation

    - Outcome analysis

  • Identifying Your Goals

    Identifying your specific financial and life goals to effectively guide future planning and decision-making:

    - Clarification of current financial situation and life goals

    - Personal and financial history with a vision for the future

    - Income and expense analysis/projection

    - Risk assessment, including estate plan and living benefits analysis