STRATEGIC PLAN

Comprehensive Financial Planning

STRATEGIC PORTFOLIO + FINANCIAL PLAN 

Modern planning that utilizes the latest technology

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Your financial plan should not be used as decoration. Our clients have digital access to their continually updated Strategic Plan.

The investment portfolio of a client is just as critical as the ongoing planning process. Today's investment environment is quite different and it requires modern investment management and planning.

Process

Detailed Understanding of your Financial Picture

Customized Portfolio

Detailed Performance Analysis

Ongoing Evaluation/

Risk Analysis

Monthly Reports

Encryption Security

Digital Access

PORTFOLIO ACCESS

Full access to your investment portfolio on a desktop or mobile device through our Client Portal offered by our custodian. You may access research and news on individual positions, including the ability to produce performance reports at any time.  

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STRATEGIC PLAN ACCESS

Your Strategic Plan is updated daily and easily-accessible on multiple devices where you may view the probability of success for achieving your overall financial goals. You have the ability to link all of your accounts for easy access to your overall wealth picture. 

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*Sample portfolio and not a recommended allocation. For information purposes only.

Defining Wealth 

ACCUMULATION PHASE

During this phase you begin to accumulate savings, maximize your contribution to a retirement plan, and create the initial steps of building a longer-term wealth plan.

RETIREMENT GOALS STAGE

Risk management plays a more important role at this stage of wealth development where retirement goals are clearly addressed as shorter-term goals are achieved.

INCOME STRATEGY AND LEGACY PLANNING 

Retirement income is a major concern for most investors as life-expectancy increases. Our plan can ease those questions and assist in removing any fears of running out of capital. Legacy is another factor that we can address such as the engagement of family and even philanthropy.