85 7th Place East
Our Financial Advisors will help you build a plan focused on your personal financial goals, using an inventory of current assets and assessment of desires and goals, aided by computer analysis.
In your individual financial reviews, you will work closely with an experienced advisor who will counsel you in ways to:
We use an easy, six-step approach to help assess your present financial situation and identify your individual wants and goals, so you can begin the process of establishing a personal financial strategy.
Step 1: Discover. Completion of a simple financial questionnaire produces a snapshot of how your money is working now.
Step 2: Analyze. A computer analysis of your financial data offers a more clear picture of your current situation.
Step 3: Prioritize. We work with you to help identify individual goals and priorities.
Step 4: Offer Possible Solutions. Financial options, matched to your personal goals and situation, are suggested.
Step 5: Implement. You decide upon a financial vision for the future, and a personal strategy is set in motion.
Step 6: Review. An annual review helps make sure your financial strategy remains on track.