Our Process

1. We set up a no cost appointment with you at your home of office.  We feel that coming to you allows us to work with your busy schedule and reduces our overhead expenses.  

2. We will go over your financial statements, at that time we will discuss the goals you have for your retirement solutions, education concerns or individual savings plans.

3. Once we have evalutated your financial needs we will then  set up an appointment to discuss the options we feel are suitable for your business or individual needs.

4. At this point we can open your accounts, we will work with all of your other financial professionals to incorporate a seemless transition for your business or individual estate planning needs.  

5. We like to review your accounts at least every six months.  If you prefer to meet every quarter or annually, we allow you to choose how often your reviews take place.  If you should happen to relocate we will set up an online reivew for your account.  

We want our clients to contact us with any questions they have. It is our job to make sure that we offer the best service and advice that we can give you. If you would like to set up an appointment please call or email us and we will be happy to help you with your investment needs.