Initial meetings are always free of charge and obligation.
We never discount the fact that we are responsible for managing our clients’ life savings. It is a responsibility for which we hold ourselves accountable. Because of this, it is our policy to never open an account during an initial meeting. Instead, it serves as an educational and discovery session that sets the tone for a long term financial relationship.
During an initial meeting, you’ll have an opportunity to meet your future team where we’ll have the opportunity to get to know you personally, as well as understand your unique needs and goals.
Follow Up Meeting
Our team will build a clearly defined financial picture of where you are today and create a plan to help you align your investments towards achieving your financial goals. It’s only when a customer is completely confident and satisfied with their financial plan that our long-term financial relationship can begin.
Ongoing Portfolio Reviews
Each plan will be held accountable to its goals and objectives through our portfolio monitoring process which includes regularly scheduled meetings with your financial advisor to review your accounts. Our primary investment discipline is to buy and hold high-quality investments for long-term management. However, as the market fluctuates, it may become necessary to adjust to changes by rebalancing the portfolio.*
Asset Protection Planning
Our asset protection evaluations ensure that you are prepared for any unforeseeable life event, such as death, disability, long-term care needs, lawsuit liability, or incapacity. While they may be uncomfortable topics to discuss or plan for, anticipating them ensures preparedness and security when you need it the most.
*Rebalancing a nonretirement account could be a taxable event that may increase your tax liability.