Your financial needs are our priority. Our advisors respond to each individual’s unique circumstances with independent, comprehensive guidance. We are with you every step of the way.
Whether our members are nearing retirement, changing jobs, experiencing the loss of a loved one, protecting an estate or simply beginning to consider a financial future, we work collaboratively in the following process:
In a confidential setting, we listen and understand our members’ desires and resources.
To provide recommendations, we utilize subject matter expertise, advanced technology and non-proprietary investment and insurance choices made available through our relationship with LPL Financial.
At our members’ discretion, the plan is enacted. We provide technology access necessary for assessment of success and a commitment toward 24 hour responsiveness. Further, we ask for a commitment of regular face-to-face reviews according to our members’ desired timeframe.
