We follow the American College of Financial Planning’s discipline utilizing the five areas of financial planning. These are investment management, risk management, income tax planning, estate planning, and goal planning.
We have trademarked an investment process that eliminates this financial roller coaster by correctly identifying your risk tolerance, and then providing a mathematical formula designed to properly balance your invested assets between four different types of investment vehicles.
We have a tremendous wealth of experience in evaluating and pricing risk protection. Whether it is life insurance, health insurance, disability coverage, or perhaps a specific type of property insurance, we can help you find the correct balance between premium and coverage.
We do not believe in “cookie-cutter” solutions, or that “one-size fits” all when it comes to planning. We create solutions that are individualized and tailored to each of our client’s unique situations.