As our client we walk you through a step-by-step process as we develop a customized financial program that works for you.
Our first meeting is a complimentary consultation. We discuss your financial and personal goals, your current situation, measure your risk tolerance and identify your assets and liabilities. All of this information is confidential and is used to provide the estimated costs involved in developing your personalized financial plan.
Next we do a thorough analysis of your situation. With your permission we may consult other professionals, such as a tax analyst, an accountant or an attorney to give you a comprehensive plan for your situation. We will have that information for you at your next meeting.
Next, with your permission, we provide you with a personalized plan for immediate or long-term action. We work directly with you to implement the plan and provide reviews to ensure our recommendations remain on target.
Our team continues to customize strategies to suit your current and future vision. The future is always changing and we are there to ensure your plan is working for you by utilizing the following products and services:
- Tax planning
- Investment management
- Retirement strategies and Planning as well as Rollovers and Distributions
- Estate conservation and Planning
- Life and Health Insurance Products
- Fixed and Variable Annuity products
- Long Term Care Planning
- College Investments
- Stocks, Bonds, & Mutual Funds
- IRA, Roth, TSA, 401k, SEP, SIMPLE and other retirement accounts
- Managed accounts
Call today to schedule your complimentary consultation.
(541) 485-0276 or toll free at 1-800-848-1678