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Our Process

The Process:

Bill and Jason will begin with a complimentary consultation appointment so that they are able to make an in-depth evaluation of your current financial situation. They will go through a "Personal Investment Profile" designed to take inventory of your current assets, debts, insurance coverage and investments. They then will ask you questions to determine your investment objectives, time horizon, and risk tolerance.

Next, they take time to evaluate the strengths of your current financial situation and then make the appropriate recommendations to guide you through the financial planning process toward obtaining your goals and objectives.

They will work with you side-by-side to implement the recommendations and to answer all of the questions you may have along the way. In addition, they will provide on-going guidance with reviews to assess the progress of your portfolio.

Financial Planning is NOT a "one size fits all" approach with us. We pay careful attention to the uniqueness of each individual, family or business utilizing our services.

For most people, an employer-provided 401(k) or similar plan may be your largest investment asset at retirement. We provide the information necessary to help increase the potential growth of these plans while you are still employed and help you to obtain more suitable and appropriate allocation(s) from amongst your employer’s choices. We then advise you how best to handle the important decisions you are faced with at retirement. Making a mistake in this area of planning can be very costly through unnecessary tax consequences and inappropriate returns by choosing overly aggressive or conservative investments.

Our reviews and recommendations come with no obligations and any costs to you are provided up front.