Investment Process


Client-Centered Approach to Envision Financial Prosperity

Our investment process consists of four essential steps of thorough financial examination and analysis in efforts to tailor the most effective client portfolio. Our client-centered approach allows for greater opportunity to maintain an ongoing commitment to evaluate and review strategies to maximize investments, optimize wealth and minimize risk.

Organize & Gather Data

Planning & Analysis

Implementation

Review

Planning & Analysis

  • Analyze retirement / current cash flow needs
  • Analyze and identify estate planning and insurance needs
  • Tailor individual client portfolio to meet financial goals

Review

  • Schedule periodic portfolio reviews
  • Evaluate goals and assess progress toward the goals
  • Make allocation changes, if required, in the portfolio as needed