Broker Check

Our Process


We offer simple strategies to complex financial problems.

To do that, we focus on learning about our clients and what makes them unique.

Our clients are part of our process from the beginning; we keep you involved and make sure you understand what we are doing and why we are doing it.

Part of our fact finding interview might include the following questions:

  • What changed in your life that brought you to visit us?
  • What financial experiences have you had in the past?
  • What was the worst financial decision you ever made?
  • What was the one investment you didn’t make but wish you had?
  • What have you done so far?
  • How do you keep track of your investments?
  • What are your top three financial priorities?
  • How do you track performance of your investments: by relative return, absolute return or progress toward your goals?
  • Knowing where you want to be, what challenges do you face to get there?
  • How can we best help you?


SOLUTIONS


INSURANCE

Life Insurance
Disability Income Insurance
Second-to-Die Life Insurance
Long Term Care Insurance

INVESTMENTS

Investment Strategies
Asset Allocation
Portfolio Monitoring
Individual Retirement Accounts
Best Products

INSIGHT

Planning for emergencies
Financial Strategies
Financial Strategies for Business Owners
Executive Benefit Strategies
Funding for Long Term Care and other goals
Tax-Qualified Retirement Plans
Employee Benefits

We work with a wide range of clients, all with different needs. Clients we have helped include:

    • A retired couple worried about the high costs of nursing home care in their
      later years
    • Medical doctors who trained for years for a specialty, and now need
      Own-Occupation Disability Income Insurance..
    • Young families looking to protect their children through life insurance
    • Trial attorneys who want to bring on partners and develop a succession plan.
    • Grandparents focused on estate plans that are tax-efficient and provide for college for their grandchildren
    • Newlyweds looking to consolidate holdings and rename beneficiaries, and save for common goals
    • A family with a special needs child, looking to provide for his future.
    • A construction company that needed help with an employee benefits plan


YOUR FUTURE

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.