Our Client Advisory Process

Our practice employs a disciplined process to craft solutions to address the needs of our clients.

Individual investments and the markets fluctuate over time, and as professionals, it is our job to enable you to make informed financial decisions using the full complement of resources at our disposal.

This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time.

Each step involves interaction between our team, the client, and outside professionals if needed.

Step 1. Understand your needs, hopes, dreams, fears, and financial position.

Step 2. Design a realistic plan, taking the above factors into consideration. This plan is your Investment Policy Statement.

Step 3. Implement the plan by funding the various components.

Step 4. Managethe plan as prescribed in the Investment Policy Statement. Review regularly and make necessary adjustments.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.