Our Process
Persistence. Planning. Preparation. Your long-term financial goals require all three, just like running a marathon. And just like a marathon, the more you plan and prepare, the more enjoyable the experience will be. But you don’t have to do it alone. We’ll work closely with you to design a solution tailored to your unique goals. Using our proprietary process:
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Identify your goals and priorities:
During our initial meeting, we’ll focus on getting to know your specific needs, goals and priorities. We’ll also complete a comprehensive risk questionnaire to better understand your investment mindset.
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Gather your data:
We gather any necessary documents, policies and statements. Together, we’ll define your personal financial goals, including timeframes.
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Create a plan:
After analyzing your data, we’ll develop a long-term strategy custom-tailored to help you achieve your goals.
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Implement your personalized plan:
At this point, we’ll implement your personalized investment strategy.
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Review and monitor your plan:
We monitor your account regularly to help ensure they are still performing effectively. If your circumstances change or shifting markets require a different investment approach, we’ll recommend appropriate adjustments.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.