What To Expect

When making the decision to take control of your financial future, oftentimes taking the first step is the hardest part. We want to make our clients feel as comfortable as possible and know what to expect when working together.

We can help you answer questions such as:

  • What do I want to do in retirement and how much is that going to cost?
  • How much should I have in a cash reserve?
  • How can I afford to have a more flexible schedule to focus on my passions?
  • How can I protect my family?
  • What insurance do I need?
  • How do I organize my assets so that I never run out of money in retirement?
  • How do I minimize taxes?
  • How much do I have to save to be able to send my children or grandchildren to the college of their dreams?
  • Am I getting the most out of my retirement plan?
  • My spouse passed away, how do I manage my finances?

When you come into our office, expect an introductory, no-pressure meeting where we sit down and discuss your goals and dreams for the future. This intro meeting helps us lay the groundwork for a successful partnership centered around your unique situation.

Our Technology

In today’s ever-changing world, it’s more important than ever to keep up with technology and offer as many flexible options as possible for our clients. Our cutting-edge technology means that you always know what’s going on with your plan.

Risk Assessment
We use a risk assessment software to help us quantify each individual client’s risk tolerance, which is an important factor when building your unique plan. View a digital dashboard of all possible risk scenarios to understand your personal probability range, despite what the markets are doing.

Client Portals
Each client has access to their own unique client portal, where you can view all of your financial documents in one secure place. In this dashboard, you can aggregate all your accounts and view your performance as a whole.

Virtual Meetings
We love meeting with our clients in person but amid today’s changing landscape, we are more than happy to meet virtually and have all the technology to make teleconferencing a breeze. Communication is key and we pride ourselves on staying in touch with our clients, no matter where they are.

We continue to evolve faster than other firms and are often early adopters of technology. Contact us today to learn more.