Financial Services

FINANCIAL GUIDANCE
Our Comprehensive Services
Our team offers multiple financial services to meet the circumstances that will arise in your life. The first step is to understand your life goals and develop a strategy to pursue them. Then, we implement a plan that specifically aligns with your needs.
Comprehensive Life Goals Analysis & Strategy
Personal Investments
Individual Retirement Planning, including:
Rollovers, IRAs, Roth IRAs & Conversions
Education Funding
Personal Lending Strategies
Liability Management
Securities-Backed Lending
Additional Services
Charitable Gifting Strategies
Estate Planning Investment Strategies
Life Insurance and Long-Term Care Insurance Analysis and Strategies
Concentrated Security Position & Stock Option Strategies
Investment Advice on Proceeds from Sale of Business
YOUR WEALTH NAVIGATOR
Our approach, personalized for you
We use a seven-step process with all of our clients. Each has a specific purpose and will give us a strong understanding of who you are as a person and as an investor. We walk you through each step, and we’ll be there when you have questions or life changes.
01.
Dreams & Goals
We begin by discovering what is important to you.
We sit down together and identify your financial goals and your timeline towards each of them.
02.
Resources
We discuss the resources available to you.
We’ll review your monetary resources to develop a strategy based on your assets.
03.
Risk Tolerance
We determine the appropriate level of risk.
Each person has a different appetite for investment risk. We’ll find out your level of comfort with risk and develop a strategy to match it.
04.
Stress Test
We'll explore all possibilities of your planning.
We’ll walk through life’s “what ifs” to plan for all outcomes – what if you don’t save what you planned, or what if the inheritance doesn’t come to fruition?
05.
Recommend a Plan
We present the larger strategy.
Based on everything we learn from the first five steps, our team will tailor a plan to match your needs and investment style. Where applicable, insurance solutions are considered. Partnering with Estate Planning Attorneys and Tax Advisors provides a comprehensive approach. Our services are accomplished primarily through a fee-based Advisory structure.
06.
Implement the Plan
It's time to launch!
Once you approve, we’ll go to work implementing your plan and making the appropriate investments.
07.
Monitor & Review
We watch closely and adjust where needed.
As your investment strategy is underway, we’ll monitor your account and track the markets so that your money is managed and invested wisely based on economic conditions.
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