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Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why we take a needs-based approach to financial planning, investment management, and executive compensation. This is why we take a needs-based approach to our insurance sales strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.


  • Analyze. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze any existing strategies in place to see how it can fit with any new recommendations or how we can efficiently replace it with a new strategy.

  • Recommend. We provide you with suggestions to fill in the gaps so you can choose the products and strategies best suited for your situation.

  • Implement. If you're satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure we are helping to most efficiently achieve your goals.

  • Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.


We can help you with many of your financial needs. It is important to note that we are only able to provide certain services if we are licensed to do so in your state.

Check the background of this firm/advisor on FINRA’s BrokerCheck.