OUR PROCESS As part of our effort to ensure that we understand our clients’ unique financial needsand can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process: PHASE I: DISCOVERY We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. PHASE II: STRATEGY The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success. PHASE III: IMPLEMENTATION The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you. PHASE IV: MONITORING & ADJUSTING We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments. DOWNLOAD OUR 2018 TAX PLANNING GUIDE AND USE THESE TIPS TO HELP MINIMIZE YOUR RISKS AND MAXIMIZE YOUR OPPORTUNITIESWhile much of the political fire and fury from Congress’ tax plan debate has settled, some of the economic smoke still lingers as financial analysts and private investors plot their way through the new $1.4 trillion law’s long-range ramifications. Download Now Have a Question? Name Email Phone Question Thank you! Oops!