Are you overwhelmed and not sure what to ask? Our firm is skilled in what questions to ask, so you don’t have to!
Our factfinding skills have been sharpened over the past 31 years to uncover weaknesses and strengths in your current financial picture. A review of the following documents will allow us to see the entire picture and offer recommendations to best suit your current and future needs.
Last year tax returns
Current paystub or P/L
Investment statements to include employer sponsored plans
Our main focus is to listen to what goals you are trying to accomplish in the future, and put a strategy into place to make sure you reach them.
31 years of a lot of listening and less talking! Our firm wants to know what you think, need, and want. We have very deep avenues of resources for our clients. From CPA’s, estate attorneys, fund directors, life insurance consults, competition and alike. If you need someone to talk out your goals, our firm is a perfect fit.
Educated Plan of Action
When you leave our office, we want to make sure you have a clear image and better understanding of what the plan of action is in order for you to reach your goals.
Listen, converse, and educate. Accumulate, Preserve and protect. Very simple mixture that creates an end game unstoppable to reach your goals.