COMPREHENSIVE PLANNING ORGANIZED AROUND YOU
Whether you are in the accumulation stage of life, preparing to retire, or retired, we are ready to help you establish a financial plan. To do this, we organize all of your financial matters into one document called a financial blueprint. This is what we call a “living document” as your financial blueprint can be adjusted as circumstances change.

The first step in this process is getting to know you. Our first meeting is simple- we get to know you and determine if we are a good fit for each other.

The next step is to dive into your financial matters. We take in all your inventory, where you stand and where you want to go.  We then create a Clear Expectation Letter™ presenting how we will partner with you to set your goals, identify your priorities, manage your investments, and protect your assets for the future.

We will work with your other trusted legal and tax advisors to ensure everything is lined up so we can keep you on track with your planning goals.

CUSTOM INVESTMENT MANAGEMENT WITH A TAILORED STRATEGY
Managed ETF Portfolios Leveraging our investment management platform, we strategically craft your portfolio, screening and selecting the most appropriate exchange-traded funds–from capital preservation to aggressive growth–for inclusion in your portfolio. Our portfolio management team designs each portfolio with the intent to maximize risk adjusted returns. Portfolios typically hold more than 15 different global asset classes to provide you with a sound, long-term investment strategy.
RISK MANAGEMENT TO PROTECT YOU FROM THE UNEXPECTED
Risk Management Programs Our unique, client-centered approach to designing, implementing, and managing life insurance includes monitoring the policies over time in order to ensure they continue serving their intended purposes. We utilize sound carriers that are committed to remaining in the insurance industry and serving policyholders for years to come.

Life insurance strategies are purposeful in design and unified with your medical history in order to present the case to the carrier(s) in the most favorable light possible. Once your plan is in place, we set up systems for ongoing policy management to assure that the plan stays on track.

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