Plan To Succeed

Plan to succeed is our marketing theme line, but it’s also how we work with our clients.  Financial success doesn’t happen by accident.  You need a plan.  So we start our client relationships by getting to know you and your goals and we get the plan together first.

Getting Started

The process is much easier than most people imagine. We try to minimize your time and effort in gathering the  information needed to create a very sophisticated, yet easily understandable, plan.

We can normally prepare your plan in about a week and you can schedule a meeting online to review the plan with one of our advisors, either at our offices or virtually.

No Additional Planning Fees

Many firms charge extra fees for financial planning services. We feel it is an integral part of the wealth management process and we include the planning at no additional charge to our clients.

Plan Anytime

Your financial plan is available online where you can view the current outlook and see the impact of changes in the investment markets, retirement dates, inflation, and other variables.  Log in any time to see how higher tax rates, a stock market correction, different Social Security strategies, or higher health care costs may affect your retirement standard of living.