We’ll help you discover how you are “hard-wired” to make financial and life decisions.
Together we will determine the level of risk with which you are comfortable.
We’ll perform a gap analysis, comparing how your existing portfolio is currently invested versus how it should be invested.
Let us help you analyze your current insurance, both type and amount.
We can help you eliminate the confusion. Some forms of life insurance are very complex, and you can wind up buying more than you need. More insurance has been sold than bought!
We will help you answer the following questions:
- Is it needed? How much?
- For how long?
- How much can I afford?
We lead you on a discovery process that goes beyond the financial, since we know that everything affects everything else.
We structure your financial plan to best utilize your assets in order to achieve your life’s purposes as defined by you.
We give wise counsel. Just because you have a financial plan doesn’t mean you’re done…