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Our Process

We employ a ‘protection-first philosophy.’ What does this mean? We ensure that your most basic financial needs are met first. Ours is a future-looking approach that takes into account capital invaders like taxes, inflation, market volatility and health care costs – real threats that could indeed jeopardize your financial security. Through ongoing meetings and communication with you we can ensure the right team is in place to help meet your needs, fill all the gaps in your situation, and help position you for success.

Once we are sure that you are appropriately prepared for the unexpected, we can build on a solid foundation and work with you to complete your financial picture. Our process is simple, straightforward and transparent. Here’s how it works:


*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.