Broker Check

Why We Do It

We are deeply committed to every client. Each phone call, email and meeting is important to us.  Our team focuses on your specific goals and needs every step of the way.  From our introductory call, to our multiple annual reviews; or goal is to  create an extraordinary experience for our clients.  We are passionate about your success, education, comfort, trust and personal goals.  Our clients feel at home here.  Never pressured.  Always answered.  Prompt attention.  Consistently adding value.  Why we do it?  It’s simple our passion is to see YOU succeed.

What you can expect from us:

Our first Communication serves as our scouting report.   Our objective:  Can we be a winning team?

Our first meeting. The introduction of the Coaching Staff: Our objective:  Can we work together towards common goals? We want to know about you, your current situation, financial transition, or need.  We also want you to know about us!  How we can help you meet your immediate, intermediate and long term goals.

Our first meeting follow-up.  The Huddle:  Here we get to work.  Our team deliberates and begins brainstorming planning possibilities and solutions for you.  In collaboration with you, we begin to create a game plan that focuses on implementation strategies that we will present to you during our second meeting.

Our Second Meeting. Presenting Your Game Plan:  Present findings and solutions.  Educate you on our recommendations and why we think they are in your best interest. 

Winning all phase of the game Offensive, Defensive and special teams Strategies:  Crafting a detailed, play by play strategy begins during second meeting after seeing our plan.  However, some clients prefer taking a few days to think about everything – whatever you are more comfortable with.  We will sign new account forms or planning commitments and our relationship begins.  At this point, you begin receiving white glove treatment, and we are your shepherd.  We will handle everything.

First Game Review:  After the first month of your strategy being implemented we want to get together to discuss immediate results and field initial questions from you.  After this meeting, based on your needs and wants, we will plan to meet annually, semi-annually, On a trimester basis or quarterly. 

Regular “Game Film” Review:  Our clients receive a weekly email updating them on the current market trends, a monthly financial lifestyle piece and a monthly retirement insight piece.  We want you to be in the know!

We are extremely committed to our clients and are extremely active in our relationship as your financial planners.  We encourage you to see and feel the difference! 

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