Our Services

We'd love to meet you and help you plan for a secure retirement.

Fee-Based Financial Planning

Investment Asset Management

Insurance-backed Products

Distribution Plan Process

Strategy Session #1

  • Read and sign copy of the “Strategy Session Disclosure”
  • Information gathering
  • Homework assignments
  • Schedule new appointment

Strategy Session #2

  • Collect homework
  • Outline distribution plan options
  • Quote financial planning fee
  • Homework assignments

Planning Session #1

  • Sign financial planning agreement
  • Complete risk tolerance questionnaire
  • Distribution plan review
  • Account statements

Planning Session #2

  • Deliver ADV Part 2, A and B
  • Sign account profiles
  • Sign bucket 2 & 3 applications
  • Distribution plan review

Planning Session #3

  • Finish application paperwork
  • Long term care options
  • Long term applications

Implementation Session

  • Deliver implementation plan
  • Collect financial planning fee
  • Schedule annual review session