It's not about us. It's about you - our client or our prospective client.
Upon entering our process, you will follow a path of steps that are designed to take you on a journey from where you are to a fully researched and developed retirement plan. Your plan will be different from everyone else's - we do not use templates or junior accountants to put things together.
What we find is that most of our clients have not been served well by their former advisors. For the few that have, we are glad to tell them so and do not attempt to disrupt their relationships, but those are few and far between. In some cases, all we need to do is suggest some changes while in other cases, plans have to be completely redone.
We find that many clients are uncertain about things like estate planning, gifting, charitable contributions, IRA withdrawals, Roth conversions, life insurance and other aspects of financial planning.
When you become a financial planning client, you will have your own dedicated, secure website and document vault and will be able to communicate with us electronically if you wish.