We want to get to know you and help you make the best decisions possible. Our focus is to understand your goals and to help you develop a plan to achieve them. We achieve this through an initial meeting where we present an analysis and our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
There are many factors that may change in your situation or the environment, it’s important for us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax and estate laws in order to provide you with the best financial advice for your particular situation.
We believe that a strong planning process and methodology is the best way to create a financially secure plan. Your financial plan should protect your current needs while simultaneously preparing for the future, in a tax efficient manner. We have established a process which focuses on two key aspects of financial security: asset protection and wealth creation. Your financial plan must ensure financial security throughout your life, for both you and your loved ones. It must provide income replacement and asset protection in the event that the unthinkable occurs: disability, critical illness or death. The plan must also build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your financial planning needs. We will consider important purchases and milestones such as a first home, marriage, children, education and retirement. Your plan will entail regular review of ongoing financial management strategies.