Our Client-Centric Process

What steps should you take to help reduce the negative market / business cycle?

How can you maximize your quality of life and
wealth preservation within an acceptable level of risk?

What steps can you take to help reduce the impact of taxes on your earnings?

Will your current portfolio withstand market stress?

What 3 things should you do to maximize your wealth?

What simple steps can you take to protect your legacy?

We answer these questions and more utilizing our client-centered planning process. By taking this approach to financial planning, we focus on your individual lifestyle and wealth management needs. Our planning process gives you the knowledge to control your financial future.

Step 1: Review

Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

Step 5: Implement

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Monitor

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,461.70 -0.80
Nasdaq Composite 7,712.95 -0.88
OSX Oil Service Sector Index 147.76 -2.31

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