Information Gathering

  • Obtaining a full understanding of your financial goals and identifying key objectives 

Investment Policy

  • Set target asset allocation
  • Define risk tolerance
  • Define the investment process and recommended solutions
  • Define ongoing service plan 

Address Special Needs

  • Retirement Planning
  • Education Planning
  • Tax Planning Strategies
  • Estate Planning
  • Insurance
  • Trusts
  • Charitable Giving/Legacy 

Written Financial Plan

  • Analysis of current financial situation
  • Projection and analysis of future values 

Review Process

  • Update goals and objectives as necessary
  • Adjust Investment Policy and solutions accordingly 

Customized Reporting

  • Comprehensive reporting customized to specific needs
  • Year-end tax reporting package