Broker Check

Our 3 Phase Process

Client Centered

Phase 1:

Listen

We listen to your goals and needs to paint the picture of your ideal retirement. We ask surface questions to get a sense of what type of investor you are.

Additionally at this time, we invite you to ask any questions you may have about our firm and how we can help you pursue your retirement goals and needs.

Nothing too deep, no paperwork to sign, no money exchanged or transferred.

Phase 2:

Initial Recommendations

At this point, your needs have been researched, risk tolerance determined, and a timeline of your goals has been mapped out. We have designed income projections and back-tested risks that you may face in retirement.


During this visit we will present you with a sub-platform recommendation. This is an outline of the types of accounts and platforms we believe will help you reach your stated goals and needs. Then, we listen to your suggestions and feedback so we can propose a plan that is the best fit for you.

Phase 3:

Comprehensive Proposal

After reviewing our previously presented outline, taking your suggestions and feedback into consideration and further market research, we have prepared a comprehensive overview of our recommendation to help you work toward your goals and needs.

Should you choose to allow us to serve you, we will take care of all communication and any potential transfers that may need to take place. Your only job is to relax and focus on how you would like to spend the next 20-30 years in retirement.