Our Process

Our process from discovery to implementation will explore solutions consistent with your vision, values and goals and produce a gap analysis to identify inconsistencies and opportunities.

To reach any goal - financial or otherwise - the first step is to take an in-depth look at where you are today and where you want to be tomorrow. Since 1966 we have helped individuals and businesses accumulate, conserve and transfer wealth. We will help solve what keeps you up at night. We will help answer such questions as will I outlive my assets? What's the best way to transfer my assets at the lowest possible cost? How should assets be titled- individual names, joint, tenants in common or a revocable trust? Is there a way to aggregate all my various investment and bank accounts into a consolidated view?

"It pays to plan ahead. It wasn't raining when Noah built the Ark."

The Objective: To ensure the Financial & Investment Plan you think you have is consistent with the one you actually have and to make sure at the end of the day the Plan is providing the results that will allow you the best opportunity to achieve your Goals and Objectives.

 

Planning

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Calculators

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  • Birthday Opportunities

    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

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