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How We Do Things

Here’s a brief overview of what you can expect when you work with us.

When we first meet, we’ll cover the big picture aspects of why you’re needing our expertise. Are you approaching retirement and want to make sure you’re covered? Are you newly retired and want a fresh look at your income strategy? Whatever concerns you have, we’ll sit down and identify exactly what solutions you need from us.


Along with the higher-level components, we’ll also talk about the details of your current financial plan, if applicable. What do you think works? What doesn’t? What do you wish you had done differently? This will help us figure out what needs to change in order for your financial goals to be fulfilled.


After we have a good understanding of who you are and what you want, we’ll take a deeper look into your finances to find opportunities that will help get you to where you want to be. Once we have discussed our recommendations, we’ll input your information into our goal-tracking software so you can stay up-to-date on your progress.