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Your Custom Engagement

We offer different levels of engagement for our clients to help as many people as possible pursue a financial peace of mind. Our custom engagements include:

1.  Single Service - 

We can help you address a particular financial issue, such as investment management or insurance.

2. Holistic Service -

We can help you address multiple needs, such as managing your investments, developing an income strategy during retirement, building a buy-sell agreement for your business, or saving for your children’s education. We will meet with you on an annual basis to access your financial picture and recommend any advantageous changes.

3. Premium Ongoing Service -

We are happy to work with you to create a customized lifetime financial plan and then meet with you on a quarterly basis to evaluate progress, discuss new developments, and make appropriate adjustments. These seasonal quarterly meetings consist of: 

  • Quarter 1 (Goal Tracking) -  Reviewing financial goals & progress
  • Quarter 2 (Asset Allocation*) - Review & update risk tolerance and investment mix
  • Quarter 3 (Family Security and Cash Flow) - Review cash flow, spending, insurance coverage, estate planning & employer benefits
  • Quarter 4 (Tax Planning) -Review tax strategies, implications and options to tax liabilities 

*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

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