Broker Check

Our Process

       It starts with a conversation....

       It starts with a conversation....

Our first meeting is a discussion.  What's on your mind? 

Tell me about your family, your work, your dreams and ambitions. 

Where are you in your financial journey?  Saving for, or living in, retirement? Buying a house?  Educating your children or grandchildren? Navigating a life change?  Planning your estate?


Next, let's review your current portfolio: savings, investment accounts, company retirement plan, insurance policies, etc. Do your investments line up with your objectives? Are you ready for a change? Are we a good "fit"?


Now, let's design your personalized portfolio and discuss strategies. Maybe no investment changes are necessary; maybe they are. 


Let's review on a regular basis to make sure you're staying on track with your goals. 


Remember:  All financial advisors have access to the same investments.  It's all about the relationship.

Have a Question?

Thank you!