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Our Process

We create strategies that are tailored to your needs and goals.  We give our clients choices and serve as a fiduciary.

We start with "Discovery" of your needs, wants, and desires.  We establish your "Goal & Priorities", understanding that people and circumstances may change over time. We focus on a "Plan" for you and your investments under our care.  We "Implement" what we believe will serve your interests first and agree upon.  We "Review and Monitor" your accounts and maintain a working relationship with you and your family.