Wealth Management and Preservation
Social Security Retirement Planning
Fee Based Asset Management
Stocks and Bonds
Strategic Partnerships w/C.P.A.'s & Attorney's
Charitable Remainder Trusts
Small Business Retirement Plans
Long Term Care Insurance
Our Wealth Management Consulting Process
Discovery Meeting, Investment Plan Meeting, Mutual Commitment Meeting, 45-Day Follow-Up Meeting and Regular Progress Meetings
Discovery Meeting: At our initial meeting, we conduct a discovery interview. I want to learn what's important to you and what you want to accomplish in life. Is it family, hunting, traveling, your parents, your church, charity, or your business. What are your principals and values and what gives you joy? After this first no cost meeting, we'll be able to determine if there's a basis for us to work together.
Investment Plan Meeting: At this meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.
Mutual Commitment Meeting: At this meeting, we are ready to make a mutual decision about whether our firm can add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan into motion.
45-Day Follow-Up Meeting: When you have multiple investment accounts, it's easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize all that paperwork in a notebook that we provide. We also answer any questions you may have so that you understand exactly what is happening with your money.
Regular Process Meetings: These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward your long-term financial goals. This meeting is also our opportunity to implement wealth management solutions that may be appropriate for your situation. We will present to you our wealth management plan at our first Regular Progress meeting so that we can prioritize those areas of greatest importance to you and then begin to address them systematically.