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Our Process

Our financial representative leads clients through a simple three step process.

Our long-term relationships encourage open and honest communication between us and the clients, which has been the cornerstone of the foundation of success.

1. Initial Consultation

1. Initial Consultation

  • Describe financial goals
  • Review current situation
  • Visualize client's dream
2. Financial Profile and Presentation

2. Financial Profile and Presentation

  • Discuss investment styles
  • Present initial profile
  • Adjust and confirm initial draft
3. Recommendation Presentation

3. Recommendation Presentation

  • Present financial recommendations
  • Confirm investment strategy
  • Create investment timetable