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The Foundation For Success

Our Process

We begin each new relationship with a consultative process. This process allows us to have an open dialogue where we get to know our clients, learn about their values and goals, and work together to create a tailored plan. We call this process the "Foundation for Success."

Our process aims to assure you are currently living or on your way to living a Work Optional Lifestyle. To us, that means you are working because you want to and not because you have to.

Foundation For Success


Our Role as Your Personal
 Chief Financial Officer



To ensure your family's most important financial issues are addressed, we serve as your personal chief financial officer. We set the foundation for your financial house through your investment plan. Once the plan is in place, we address other components of your financial life as they arise. 

Using your plan as our guide, we focus on other Advanced Planning areas such as: 

  • Retirement Planning
  • Risk Management
  • Gifting
  • Social Security
  • Medicare Planning

As your wealth management partner, we will proactively approach these Advanced Planning opportunities and make our strategic recommendations to you during our Review Meetings. Over time, this allows us to navigate the financial complexities in your life as they arise.

Get in touch

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