Our Process
- Listen & Learn: We discuss the reason the clients are seeking our advice and learn about the context of their individual circumstances
- Educate: We share different ways to address the goals and objectives of the clients
- Feedback: We listen carefully to the clients’ feedback to understand their priorities and what makes them comfortable
- Recommendations: We give our professional opinion to recommend solution(s) based on their goals and feedback
- Implementation: Along with our experienced staff, we handle the due diligence and administration of the solutions chosen by our clients
- Service: We monitor the financial solutions in place with respect to our clients’ individual circumstances throughout the duration of their working years and retirement
MORE ABOUT OUR SERVICE
- Every client is different: While we have a standard of an annual touch point, at a minimum, with our clients, we understand everyone has unique circumstances. Our staff and advisors are always accessible to our clients’ needs no matter what situation should arise.
- Our staff: Dean, Helen, and Darcy are an extension of our financial professionals. Our clients have many options for support beyond their financial advisors.
- Coordination with other professionals: Our advisors often work in coordination with our clients’ accountants, attorneys, and various other professionals to maximize efficient planning.
- Technology: Our firm utilizes a multitude of technology for research, back-office management, and client resources for both education and secure account access.
- Behavioral support: One aspect that makes our firm unique is our attention to behavioral tendencies of our clients. With over 250 years of combined industry experience, our firm offers a comprehensive perspective as well as a multitude of resources and education to help our clients avoid the many pitfalls of the average investor.