28338 Constellation Road
Our firm focuses on helping individuals and families develop sound wealth building strategies. We offer personalized, customized and hands-on services. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial wellbeing.
Our Team Will Serve As Your Guide on Your Financial Journey
Step 1: Initial consultation (20-30 min) - the potential client describes as much detail what area(s) would they want to be addressed i.e. goals, expectations, limitations. Also the professional will share potential concepts/ideas in how those areas can be addressed.
Step 2: Follow up consultation (60 min) - A confidential fact finder will be filled out to find out in more detail the prospect financial position is at this moment. Continue to share in more detail how to effectively address those areas strategically.
Step 3: Implementation consultation (60 min) - where strategies will be explained, adjusted and decided by the client.
Step 4: Referral meeting (20-30 min) - our clients are highly satisfied and excited with the process that they refer their compatible family, friends and associates.
Step 5: Periodic review typically annually (30-60 min).
This shows a typical appointment process though yours may vary, depending on your unique situation.
Contact us today to explore your options for making solid, successful financial decisions. We’re here to help!