Our Approach

process wheel

Implementing financial strategies is a unique process for each client, but below is a summary of our typical approach:

Crystallize Objectives: For your family, business, community, & self so that you can create a legacy to be proud of.

Review Current Position & Plans: Including your Estate plan, Statement of Investment Policy, Life Insurance plan, & Business buyout agreements.

Identify Risks and Opportunities: Risks such as living too long, dying too soon, & getting sick, and opportunities such as starting or expanding your business, creating a secure retirement, providing your kids and grandchildren with great educations, and helping the world.

Review Alternate Ideas: We discuss strategies for trusts, wealth protection, partnership buyout agreements, life insurance, and asset allocation.

Create a Written Plan of Action

Implement and Monitor: As you and your world evolve we are here to help you to keep your plans relevant.

Calculators

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,770.20 -0.95%

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