How We Help

Planning demands a process

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Failure requires no plan; Success does.

You need a plan. We believe it firmly and have seen the results of great planning time and again. But planning can’t be slipshod and off-the-cuff. When we’re talking about your entire future, it demands a process.

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Growth and protection plans

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We all need to cover our assets.

There are two ways to take care of what you’ve built, and what you’re continuing to build or earn: growth solutions and protection strategies.

To do this, we bring three specialty approaches to address capital growth, and to reduce or even eliminate taxation in some cases. They are:

  • Insured Asset Transfer
  • Corporate Insured Asset Transfer
  • Wealth Maximization / Tax Minimization
Whether we are working together to develop a specific investment approach, insurance protection strategies, or tax-advantaged structures, our focus remains clear: it’s about you and your goals, not the products, solutions or tactics.

Our 5 step process is clear

1

Discovery

We’ll start by working with you to uncover your short-term and long-term goals so that we clear on the outcomes that matter most to you. It will guide all of our collective actions.

2

Analysis

We’re responsive, but we don’t rush our advice. Our team will research solutions that can move you toward your goals in a manner that meets your circumstances, risk tolerance and that aligns with what matters most to you.

3

Proposal & Solution

We’ll present a strategy that clearly shows a path from your current situation to your desired outcomes. There will be options and you’ll make the decisions on how we proceed together.

4

Implementation

Your customized plan will be put into action and our team will do as much of the heavy-lifting as possible.

5

Review

Plans are processes, not events. Together we will periodically review your goals, your lifestyle and make adjustments to the plan as needed.