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Explore Your Unique Financial Opportunities and Get Your Pressing Questions Answered.
OUR CLIENT PROCESS
A Straightforward Approach That Saves You Time And Money
Enlighten and Empower
Finally, we’ll present a simple, one-page plan that will outline our discussions with clear and concise action items. We understand that doing everything at once is not feasible, so we’ll help you tackle your most pressing needs first.
We are always here to assist with the implementation of your plan and will coordinate it with your tax, insurance, and estate advisors. We also understand that things constantly change, so we’ll stay up-to-date with your needs throughout the year and well into the future.
I Have A Minimum Annual Fee Of $10,000 And Charge My Clients Based On Their Assets Under Management. If You Do Not Meet The Minimum With The Assets, We Can Work Out Other Ways To Ensure The Minimum Is Met.