Our approach with clients is straightforward;
- On the initial meeting we get to know you, your thoughts, and your goals. From that dialog comes an appreciation for who you are and what you have achieved, and what your hopes and dreams are for ongoing financial security.
- For the second meeting, we design an investment solution on a complementary basis and without obligation. Enhancing the lifestyle you have created, now and for years to come may hinge on investment decisions you make today. Our portfolios consist of asset classes that can be designed to produce income, income with growth, or growth depending on what you investment objectives are.
- After implementation, there is a 45 day account review meeting to make sure that we are meeting your expectations and to make any adjustments necessary at that time. We review your account statement and all the resources available such as our web site.
- We review account statements monthly. If changes are needed, you will receive a phone call or email. Clients can select to have a quarterly review conducted in person, via telephone or web conference for your convenience and to incorporate family members or other family advisors to review your portfolio.