Broker Check

OUR APPROACH

Quarterly Service Calendar

Q1
Annual Strategic Meetings

Are all of your professionals...

  • Informed of new developments or changes within your lifestyle?
  • Working towards the same goal?
  • In communication with each other to serve on your behalf?

Areas of Focus

  • Cash flow planning
  • Investment planning consultations
  • Prior-year income tax preparations

Q2
Family Office Meetings

  • Do you know what your beneficiaries/executors' plans are for their inheritance.
  • Do your beneficiaries/executors know where your assets are held?
  • Do your beneficiaries/executors know how to file for a death certificate and confidently proceed through probate during an emotionally difficult time?

Areas of Focus

  • Family Wealth Planning
  • Estate planning consultations
  • Insurance planning consultations
  • Tax planning consultations

Q3
Community Focus

  • How can we support and be a resource for the foundations and charitable organizations that you care about?
  • Are you interested in making charitable gifts to worthwhile causes?
  • Are you associated with any companies or organizations that could benefit from a financial literacy workshop?

Areas of Focus

  • Charitable giving consultations
  • Grant endorsements
  • Speaking engagements

Q4
Business Owners & Year End Strategies

  • Have the goals you established this year been met?
  • Are all items prepared for year end deadlines?
  • When was the last time you did an audit on your business entity type?
  • Are you thinking about buying or selling a business?

Areas of Focus

  • Year-end tax planning and projections
  • Open enrollment consultations
  • Corporate consulting

Technology tools to help us better serve our clients

We provide a full suite of integrated business tools and technology to support you and improve your financial experience.

eMoney

eMoney

Extensive financial planning solutions empower you to take action and see the impact. With eMoney, you can easily organize your financial data and map out the road to meet your goals, all while stress testing for risks. It’s a personalized and custom experience that scales with your needs. Access eMoney in the client portal 24/7/365 to get important updates and share documents with your trusted professionals.

Asset-Map

Asset-Map

Asset-Map provides a comprehensive financial overview that helps empower you to make better decisions by getting on the same page - literally. 

  • Visualize all the financial elements of a household on a single page/browser.
  • Receive simple, powerful needs-based analysis within minutes, so you can see  whether you are on-track to funding your most important goals: Loss of life, disability, long-term care, education, and retirement.
  • Get an understanding of your bottom line and what you need to do next, facilitated by a financial professional who knows what's important to you.

Morningstar

Morningstar

You will always receive data supported recommendations through leading edge investment analytics company Morningstar for visualized performance metrics and comparison models.

Microsoft Teams

Microsoft Teams

You are provided a first-class client experience through Microsoft Teams virtual meeting platform. Whether it’s from your office, the comfort of your own home, or while you’re traveling, you have the power and flexibility of meeting with your financial specialists on your computer, phone or tablet.