Get To Know You & Your Financial Needs
David Johnston & Catherine Johnston
David or Catherine meet with you to understand your goals – both personal and financial
Kari Matthews & Steve Hunter
Kari or Steve will prepare a customized analysis of your fiancial situation incorporating your goals, risk tolrance and long-range plans.
Will and Estate Review
Joe can help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.
As your needs and the markets evolve, periodic reviews ensure that your plan remains an effective tool in achieving your objectives.
You are keptapprised of the performance of your portfolio and markets through regular updates, events, newsletters and the team website.
Bringing in the experts
The team's extensive professional network is at your disposal to assist you in meeting your accounting and legal concerns and needs.
Investment Policy Statement
Before implementation of a plan, your objectives will be reviewed and the team will ouline an investment plan created for you. Once approved by you, the recommendations are put into place.
Mike will help you protet what you have worked so hard to build through innovative insurance-based strategies.
Catherine and David will discuss with you the risk factors associated with each asset class.