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Your Experience

Simplicity goes a long way when it comes to understanding your financial state of affairs. That's why we use a comprehensive quarterly planning review (QPR) process. To break it down into smaller bites. 

Our Process

<h2 data-section-id="9" data-box-id="1" data-box-type="title">Gather Information</h2>

Gather Information

Gather documents and thoroughly analyze assets, ownership, cash flow, legal structures and depth of estate planning to give us an understanding of your current situation. Investor behavior is a reality that must be considered when developing an overall wealth management plan.

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<h2 data-section-id="9" data-box-id="2" data-box-type="title">Organize &#38; Present</h2>

Organize & Present

Build a personal financial statement showing inventory of current assets, entity structures, cash flow, including a review of beneficiaries, trustees, liabilities, insurance coverages, and ownership structures.

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<h2 data-section-id="9" data-box-id="3" data-box-type="title">Recommend &#38; Implement</h2>

Recommend & Implement

Develop and implement a plan to maximize current opportunities and address current deficiencies. Recommend appropriate asset allocation as well as asset location considerations.

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<h2 data-section-id="9" data-box-id="4" data-box-type="title">Monitor &#38; Manage</h2>

Monitor & Manage

Repeat review process to address life changes, new opportunities, and law changes on intervals necessary to meet client needs.

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Investment Advisory and Management


Common Stock

Fixed Income Securities

Alternative Investments including:

Private Equity, Private Placements,

Hedge Funds, Structured Notes

Real Estate

Model Allocations

Estate and Financial Planning

Estate Planning

Tax Planning

Business Exit Planning

Cash Flow Analysis

Retirement Planning

401(k) Planning

403(b) Planning

Money Purchasing Plans

Profit Sharing Plans

College Planning, 529s

Insurance Solutions

Risk Management

Disability Income Insurance

Life Insurance

Term Insurance

Long-Term-Care Insurance

General Liability Umbrella Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  214-544-9450