Our Process

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1st Step: Discover

Our initial meeting is to get know each other. Tell you about our firm and find out about you and your family. Discuss what your goals are and what you want the future to look like. Gather information about what you currently have for investments, savings and insurance, and most important find out what you want these programs to do for you now and down the road.

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1st Step: Discover

Our initial meeting is to get know each other. Tell you about our firm and find out about you and your family. Discuss what your goals are and what you want the future to look like. Gather information about what you currently have for investments, savings and insurance, and most important find out what you want these programs to do for you now and down the road.

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2nd Step: Education

Based on the information we gathered we provide you with several ideas and options that will help you reach your goals. Those goals may include growing your portfolio for retirement or another project, protecting your family with life insurance or long-term care insurance, creating an income in retirement, college education savings or purchasing health insurance. We will explain these complicated programs or policies in a way that easy to understand. Our job is to educate you on your options and then let you make an educated decision on what best fits your wants and needs.

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2nd Step: Education

Based on the information we gathered we provide you with several ideas and options that will help you reach your goals. Those goals may include growing your portfolio for retirement or another project, protecting your family with life insurance or long-term care insurance, creating an income in retirement, college education savings or purchasing health insurance. We will explain these complicated programs or policies in a way that easy to understand. Our job is to educate you on your options and then let you make an educated decision on what best fits your wants and needs.

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3rd Step: Implementation

Our implementation meeting is all about answering your questions and making sure you understand the options. Upon your approval we prepare the paperwork and implement your plan.

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3rd Step: Implementation

Our implementation meeting is all about answering your questions and making sure you understand the options. Upon your approval we prepare the paperwork and implement your plan.

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4th Step: Review

Getting together on a regular basis is a necessity. Life changes and with those changes so do your goals. We will meet with you as often as you feel is necessary to make sure that the decisions that you made today still meet the needs of tomorrow.

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4th Step: Review

Getting together on a regular basis is a necessity. Life changes and with those changes so do your goals. We will meet with you as often as you feel is necessary to make sure that the decisions that you made today still meet the needs of tomorrow.