Our Process
- Discover by Listening – We will dive deep into your personal financial situation to find out the things most important to you and your loved ones.
- Educate and Create a Profile – Using our time-tested approach, we will help you identify your goals, and begin to educate you on your options.
- Develop a Plan – With our modern technology, we will build you a customized, strategic plan suited for your specific needs.
- Review and Adjust – We pay close, individual attention to each of our client accounts. Consistent review will help keep you on track to reach your goals.
- Review – Life is a journey with some bumps in the road. If the road changes, your plan may need to change with it. We meet with you continuously to adjust for any life changes in order to provide you with the best possible results.
For a full list of the services that we can provide, click here.
What We Do
Investments
When it comes to growing your wealth, 3 of your options are: Do it yourself, let a robot do it, or hire a professional! Stop having to worry about researching, trading, analyzing, and more. Trust our team of financial professionals to address your specific goals, so you can get back to the things you love.
Financial Planning
Whether you’re saving for college, buying your first home, having a child, or planning for retirement, we are here to help! We know life is constantly changing and no matter what life stage you are in, we have the knowledge and experience to help you towards reaching your financial goals.
Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.
Risk Management
We would all like to live in a world where no one gets hurt, sick, or dies. Unfortunately, that world does not exist, and bad things do happen. This is why it is so important to plan today for what can happen tomorrow. Catastrophic problems in our lives are not what we should be worried about: It is about how you handle them! Planning for tomorrow can be the difference in helping ensure that you and your loved ones are always financially protected.
Who We Serve
We share our knowledge and experience with anyone in need of financial planning for the future. Our skills set us apart from our competitors, allowing us to provide top-shelf customer service for you and yours.