1425 North Union Boulevard
As part of our effort to ensure that we understand our clients' unique financial needs and can assist them in creating a pathway to plan their goals, we follow a disciplined four-step process:
We begin this stage during our initial meeting where we get to know one another.
We focus on what your specific needs are and what you want your investment capital to do for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
We then develop a comprehensive proposal that outlines the strategy we recommend for long-term planning. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.
The primary objective of this phase is to successfully implement your investment strategy.
By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention.
At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.
Our combination of licenses, registrations, and special education qualify us to work with all types of investments. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including: