We Succeed
When You Succeed
Balancing life at work and outside of work is tough. The more successful you get, the tougher it gets. Whether you started a business and it has grown or you are in charge of an established company, we can help.
Many business owners over or underestimate their business’s value. Understanding the value of your assets is extremely important to planning not just for the present but also for the future.
We Can Help
We deliver advice and support to help make life as a business owner more enjoyable and less stressful.
Our goal is to be in a relationship with our clients for many generations. That way, when the market changes or life happens, you have trusted professionals to call. Whether it is group benefits, transition planning, executive benefits or saving some money on taxes, give us a call and allow us to help you take your next step in securing you and your businesses future.
services
We are your one-stop shop for all your financial service needs:
The Client Meeting Experience
You are greeted warmly when you enter our office. Our office is welcoming and upbeat and you will sense a genuine energy when you walk in our doors. Our staff knows your name and recalls something of personal importance to you. We make note of your preferred drink so we can offer it to you when you return.
When you meet with our team, you will notice we take a very educational approach to helping you navigate your options to strengthen your financial world. Our advice will inspire you to think bigger and reach further with your goals. We will help you think beyond the immediate future and plan for your hopes and dreams. We strive to give you a sense of confidence, comfort and security in the planning we do together.
Throughout the planning and implementation process, you are updated regularly with clear communication on next steps. Your questions are often anticipated and answered before asked. When you have a request, we respond quickly. If things must take longer than expected or if something doesn’t go as planned, we use “pebble management” so you know we are right there with you working for a swift resolution.
Each step in your planning experience is documented and clearly outlined. When your meeting concludes, you are accompanied to the door or elevator. You'll probably be laughing as the conversation comes to an end and given a warm goodbye.
Our
Process
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step 1
Introductory Meeting
You get introduced to our team, philosophy, and how we get paid. We decide if there is a reason for us to do business together.
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step 2
Discovery Process
You complete a questionnaire and send us documents that allow us to have a deeper understanding of your current financial position.
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step 3
Presentation Meeting
You meet with your Advisor to discuss the strategic and tactical changes. (Typically 2-4 meetings.)
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step 4
Implementation
You decide to take action on recommended improvements.
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step 5
Ongoing Relationship Model
You enter our client relationship model and we check in on progress and discuss new goals to set.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.