We believe that a commitment to listening and asking the right questions is critical to your success in our needs-based approach. That success depends largely on getting to know you so that we can understand what you value, your short- and long-term goals, and what keeps you awake at night.
Through this consultative process, we’ll develop a road map that we’ll review frequently and revise as circumstances evolve. This “road map” will become a tool you will rely on for guidance and decision making.
**Implement the Plan: Tailored plan in hand, we will help you prioritize and initiate the first steps, and become a proactive partner in achieving your goals to maintain financial independence and personal dignity.
Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
*The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
**The client is free to implement the plan recommendations with whomever he/she chooses.
***Periodic reviews or updates require a new agreement and may be subject to additional fees.