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How We Work With You

We Listen.

To make recommendations for you, we need to learn all about your financial needs, situation, and goals. Through face-to-face meetings, phone conversations and written communication, we gather the information we need and truly listen to what you have to say. We'll even come to your home or work, and we're happy to schedule evening consultation to fit your busy schedule.

We Analyze and Make Recommendations.

By studying the information you provide, we prepare recommendations based upon your financial foundation and your long-term and short-term goals.

We Implement Your Program with You.

We work closely with you to implement your financial management program. You're always in control, with all decisions resting firmly in your hands.

We Provide Periodic Reviews.

As Personal circumstances and the economy change, it's crucial to have periodic reviews of your financial plan. This ensures you remain on course to meet your financial needs and goals.

Your Input is Vital.

In order to make customized recommendations that fit your financial, situation, we ask that you provide us with information related to your assets, liabilities and goals, including:

  • Federal and state income tax returns
  • Insurance policies
  • Social Security benefit statement
  • Current employee benefit statement
  • Retirement objectives, including annual income and activities
  • Financial goals
  • Trust documents
  • Schedules, statements or copies of share certificates (CDs), stocks,
  • bonds, IRAs, annuity contracts and mutual funds