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Our Process

Adding Value
Our goal is simple and centers around you: to simplify the complexities of finance and help our clients navigate through various financial life stages, from wealth accumulation to wealth distribution. Together, our process must be consistent with our client's values, goals, and concerns. Whether an individual, a family, or a business owner, we believe in developing a lasting relationship built on trust.

  • Initial Meeting and Discover
    In our initial meeting, we listen. Period. Can we add significant value to the financial well-being of a client? We will listen to you share what is important to you and your family. Our goal is to understand your values, concerns, current financial goals and obligations in detail.
  • Establish Goals
    This meeting explores the planning process deeper, learning about our client's risk tolerance, money management philosophy, and current asset allocation. We can also review current wills and trusts, estate and legacy planning, and insurance needs that meet the level of protection wanted for the family.
  • Create Strategy
    Based on our analysis of your needs, we will design a strategic plan and provide recommendations geared toward helping you pursue your financial objectives. We may include portions of advance planning, if applicable, such as estate and asset protection, gifting and charitable trusts, and, for business owners, succession planning.
  • Implement Strategy Solutions
    Once the client fully understands the plan and is comfortable with it, we will move forward with implementing the strategies and recommendations.
  • Measure Progress
    Life events occur, such as marriage or job status change. By reviewing your plan regularly, we can make the necessary adjustments to help keep the financial plan on track.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.