Simple | Effective | Convenient
Our thorough discovery process helps us identify any weaknesses in your plans. By listening too and learning from each individual we identify what they are specifically looking for in a financial plan, and an adviser. Taking cues from their experiences and expectations we analyze your situation and make recommendations and referrals if needed.
In reviewing your estate, portfolio, and tax situation we make certain that the assets you have match up with the purposes that they are intended for. We do not want to make changes just for the sake of making changes. However, it is much easier to avoid a mistake than to the fix one.
Periodic reviews are also integrated with your other service professional's. Communication is a key part of our process and though we have expertise in our own fields, we do recognize the importance of your other relationships. We look to build strengthen your existing relationships not steer you away from them.
In addition to reviews and periodic calls and letters from our office, you can also be kept up to date about information and events through web access and social media such as Facebook and Twitter.
As a point, we always personally answer any emails or telephone calls.