Whether you are preparing for a comfortable retirement, changing jobs, or wishing to leave a legacy; we stand ready to provide you with expertise, guidance, and care.
Discovery - During this discovery process we gain a clear understanding of your current financial position, risk tolerance, tax status, and time horizon and begin to formulate a personalized financial strategy that’s tailored to your specific needs.
Building Your Investment MAP and Charting a Course - We analyze the information shared with us to identify the strengths and weaknesses of your current financial situation and advise you on the best course of action to get you to your desired destination.
Implementing Your Strategy - Once we agree upon the best course of action, we will implement the recommended strategy and set the plan into action. This involves the selection of specific account types and the movement and transfer of assets onto our Managed Account Portfolio Solutions (MAPS) platform. A powerful and robust investment management system, MAPS provides the foundation from which we identify and deploy your assets using the strategies best suited to meet your personal goals and investment objectives.
Maintaining Your Portfolio - Your Financial Advisor monitors your portfolio to keep it on track to achieve your investment objectives. We will periodically meet and report on the progress of your plan and how your MAPS account is tracking relative to your goals.
Because your needs and objectives change over time, we foster open communication between you and your Financial Advisor to update and adjust our strategy to keep you on course and heading in the right direction.
Contact us to schedule an appointment with one of our Financial Advisors today.