Our Process

Planning for the life you deserve

Our Financial Planning Process

We provide a comprehensive and integrated financial planning process which firmly focuses on what matters to you, your family or your business. Our highly skilled team of financial planners won’t recommend a variety of unrelated products but will consider your overall objectives and provide a strategy to help you work towards those goals and achieve the life you deserve.

Our 5 key stages in the process

We start by working closely with you to identify your financial needs and objectives so that we can create a personalized financial plan. Our financial advisors will also ensure we implement strategies that are consistent with your goals by coordinating with your attorney, CPA or other professionals. We then provide ongoing monitoring of your plan to ensure your strategies stay on course.

 5 key stages

* The producer's relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.

**Periodic reviews or updates require a new agreement and may be subject to additional fees

**We do not offer tax or legal advice. Tax Management and Estate Planning services are provided working together with your Estate Attorney, Tax Advisor and/or CPA. Any individuals involved in the estate planning process should work with an estate planning team including their own personal legal or tax counsel. Consult them for advice on specific legal or tax matters.

Contact us now and find out how our comprehensive financial planning process can help you.

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Recent News

A Cool Evening of Music at the Skylight Penthouse

Find out what Rachel Etters, Financial Services Representative, made of her first SOFAR music experience at the Skylight penthouse

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Here we catch up with Greg to find out about the man behind this world-wide sensation and his art show opening in the Skylight Penthouse on July 11.