2410 Armstrong Street,
Our first priority is helping you achieve your investment goals. It all starts with listening in a one-on-one conversation to learn about your personal financial situation, identify your dreams, goals, values, and tolerance for risk, and how they all tie together. Our hope is to foster a high trust long-lasting relationship that is built on a foundation of open and honest communication.
Our Six Step Income Distribution and Wealth Planning Process called The Income Difference™ is designed to help you grow and protect your wealth, while balancing risk and rewards. Scheduled outreach includes regular planning, reviews, check-ins, ongoing educational opportunities, and our informative client newsletter. You can also count on a response within 24 hours whenever you contact us with a question or concern.
We will discuss your goals, values and what is important to you:
We'll cover data points including:
We will gather & prioritize:
We will research and analyze data gathered during the discover step, and overlay the priorities using the following resources:
We will recommend suitable strategies based on your objectives, resources, time horizon, risk profile and preferences, geared towards:
We will implement our agreed-upon strategy based on findings from the first four phases, ensuring that we addressed your:
We will set appropriate milestones to review and update your plan. Each part of the plan will be evaluated using the following criteria:
The above 6-step process is repeated at least once a year because we can't predict the future. So, we must help you prepare. Hence, our slogan: Prepare. Don't predict. Let's work together to turn your investment goals and dreams into a reality. Contact us today!
*When fixed or variable annuities are used to provide guaranteed income, all guarantees are backed by the claims-paying ability of the issuing insurance company.