Step #1: Assess
We thoroughly develop your personal financial and asset preservation profile through individual consultations with you. We take into account your:
- Individual investment needs
- Overall objectives
- Risk tolerance
- Time frame
- Needs, goals, and dreams
Step #2: Personalize
We build a personalized asset allocation and preservation policy based on your needs and objectives. This policy seeks to maximize your investment returns while minimizing your risk through carefully diversified allocation of your assets and time-tested asset protection strategies.
Step #3: Implement
We implement your asset allocation and preservation policy by investing in a well-diversified portfolio and implementing an asset preservation strategy. As an independent financial advisory firm, we utilize the entire universe of investment and asset protection vehicles in an objective and unbiased manner. This gives us added flexibility and creativity in structuring your investments, and allows us to embrace a sophisticated approach with an eye on asset preservation and overall estate and legacy planning.
Step #4: Monitor
We carefully monitor your portfolio of investments and asset preservation strategies on an ongoing basis to ensure that they remain consistent with your life’s goals, objectives and dreams. Financial decisions are not one-time events — as life changes, so too must your financial strategy.
Step 5: Communicate
We communicate with you on a regular basis and provide comprehensive reports for each of your accounts and asset protection strategies. Furthermore, we provide you with the highest level of personalized service, including regularly scheduled meetings, online access to your account information, an up-to-date website, and workshops.