First we listen to find out what is most important to you, and then begin to build your plan based on your specific needs. We start by making sure that your basic income needs are taken care of. From there we focus on your wants and wishes.
As an independent planner, we have available for our clients three types of investment products and services. The first are insurance based products like annuities. The second are mutual funds, stocks, ETF's, and REIT's some which can either be held direct or inside of a brokerage account. The third is a fee-only Private Wealth Group.
1: SCHEDULE A VISIT
Stop in for a cup of coffee. We can get to know each other and see if you want to learn more.
2: BLUEPRINT MEETING
We'll discuss your dreams and why they are important to you. We'll then begin assembling your strategy to help achieve them. This step includes a free portfolio review.
3: STRATEGY DELIVERY
You'll receive your custom-built retirement strategy and we'll start moving you closer to your goals.