Broker Check

FREQUENTLY ASKED QUESTIONS

Our experience, knowledge and hands-on approach will provide you and your family with access to a team who will help you reach your financial goals. We are focused on providing concierge, client service. We will help you discover, through an educational process, how to achieve your financial dreams and confidently build your wealth.

I always say that I am going to start putting money away for my retirement and never seem to have the extra money to do it.

We use a holistic approach, which is designed to create greater wealth with no additional out-of-pocket cost. This approach makes your money work more efficiently, enabling you to start providing for the future sooner.

If I already work with another investment professional, why should I meet with you?

We are not here to replace the members of your team or the products that are working well for you. Our team evaluates and coordinates ALL aspects of your financial life in order to make your money more efficient and productive. Like a game of chess, we focus on understanding how all of your financial vehicles work together. The result: your existing team and practices will perform at a higher level. 

What are the types of things you will do during the process?

We evaluate all aspects of your financial world including housing, food, lifestyle, education and retirement goals; the objective is to build wealth with money you already have and will receive over your lifetime. By first listening, we are able to then assemble written strategies and alternatives in a simple, comprehensive manner. Most importantly, we are proficient in the follow-up; our team is readily available to communicate with you and answer any questions you may have to ensure that you are well-informed and updated.

During the process, I will recommend certain plans and strategies. What questions will be answered during this process?

  • What is the true cost of my current plan? 
  • Given my current planning, am I betting my results on the idea that taxes will be lower in the future than they are today? 
  • Will I be in the lowest tax bracket when I retire? 
  • How does all this fit together and is it working to meet my future retirement goals? 
  • Why has no one pointed this out to me before? 

How do you differ from some financial professionals?

Most financial plans are only concerned with dollars and cents. We realize that this is only one aspect of comprehensive planning.  Our goal is to create a plan that supports what you care about most such as educating your children, being financially stable after retirement, and properly distributing your wealth.