655 Metro Place South,
You lead your appointment. During your first 15-minute consult we will discuss your expectations, goals, concerns, time horizons, and existing investments. We want to learn as much as possible about what’s important to you, helping you define your own financial success.
Using the information you’ve given us, and a financial analysis process we’ve spent years developing, we’ll create a financial plan for you. It’s effectively a roadmap tailored to your goals and risk tolerance. We do all the research for you, and keep on top of the latest news and trends, so you can focus on living your life.
After reviewing your plan, we can adapt your existing portfolio or create a whole new one for you. We take into account a number of factors in the process including: economic factors and trends, proper diversification of assets, manager selection, risk and tax analysis, and correlation to other investments. You’ll have secure 24/7 access to our wealth management interface from anywhere in the world to monitor your portfolio.
Your financial plan is a living document. We’ll continuously work with you throughout your lifetime to implement, manage and update your total financial plan. You can meet with us as often as you like for reviews and updates. When any big changes occur in your life, we’re here to help.
Age with Confidence is our step-by-step proprietary process that connects every aspect of our clients’ financial lives, from growing and protecting their estate, to establishing an income stream for life. We strive to fully inform you of your options and help you make wise decisions.
We are an independent agency, meaning our process allows us to serve you free from institutional or product bias. We have a large universe of wealth solutions available for you and your family.
There are 5 steps in our Age with Confidence Process:
We are a fee-based financial planning firm. This means that you’ll never have to worry about getting hit with hourly bills when you call us. Feel free to call us at any time with questions, or if you just need advice. We work with you as a fiduciary and an advocate.