Step 1 - Profile:

We strive to thoroughly develop your personal financial profile through individual consultations with you. We take into account your individual investment needs and objectives, risk tolerance and time frame.

Step 2 - Asset Allocation:

We develop a personalized strategy based on your needs and objectives. This strategy seeks to help maximize your investment returns while helping to minimize your risk through the carefully diversified allocation of your assets.

Step 3 - Implement:

We implement your asset allocation policy by investing in a well-diversified portfolio. As independent financial advisors, we offer many investment vehicles in an objective manner. This gives us added flexibility and creativity in structuring your investments.

Step 4 - Monitor:

We carefully monitor your plan on an ongoing basis to help ensure that they remain consistent with your life’s goals and objectives. Financial decisions are not one-time events – as life changes, so too should your financial strategy.

Step 5 - Communicate:

We will communicate with you on a regular basis and provide comprehensive reports for each of your accounts. Furthermore, we strive to provide you with the highest level of personalized service, including regularly scheduled meetings, newsletters and workshops.