About Us
Our planning strategy involves four basic steps:| • | Analysis – We conduct in-depth interviews to assess each client’s situation and determine his/her long-term goals. |
| • | Development – We combine the information acquired through analysis with our knowledge of today's financial markets and the products currently available to develop a strategy that is designed to help the client meet his/her goals within the agreed upon timeframe. |
| • | Implementation – At the client's direction and working in concert with the client's attorney and accountant, we execute the strategy we've developed, making necessary adjustments in light of changing circumstances and product availabilities. |
| • | Review – In accordance with the strategy we developed, we periodically review the client’s program to modify, adjust or enhance our activities to keep the financial program firmly on track. |
