We know that we aren't a fit for everyone, and not everyone is a fit for us. That's why we only work with less than 150 families instead of thousands at the financial superstores. We have a process that can help us both determine if we might be a fit for your needs.
15 to 30 minute phone/Zoom call to learn a little about each other; if potentially a fit, we schedule a ...
we gather and review information on all areas of your financial life so that we can make informed recommendations on your life journey
We present our recommended strategies, covering investments, insurance policies, estate wishes, tax planning, and any other needs you may have.
Because your life will change with time, your strategies will change as well. We regularly review and update your plans to help ensure they remain on track with your needs.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job