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Planning is a Process -There Aren't Any Shortcuts

Would you agree that the best person who can take care of the older person you Will someday be-is the YOUNGER person you are NOW?

Much like constructing a balanced, risk-adjusted investment portfolio, constructing a Financial or Retirement Plan combines art and science…a lot of number crunching tempered with personal flair---your flair.

Too many advisors forget one key ingredient… who’s money it is.  You worked hard to earn every dollar…and we never forget that!

Our Financial Planning Process is easy and straight-forward.

Here’s how it flows…

1. A Personal Discussion

We'll actually listen as you explain your wants and needs, as you outline your goals and your dreams, and as you talk about your fears and concerns.  It is important that your needs are met and your concerns are addressed.

2. Risk Analysis & Asset Allocation

Working together, we'll craft a personalized plan that shows you how we can help you reach your financial goals.  This part of the process includes risk analysis, asset allocation and portfolio construction.

3. Implement

We work together to implement the plan.  Then we will keep you updated on where you stand and adapt the plan as life happens.

4. Monitor

The most important element of a successful portfolio is…monitor, monitor, monitor.

5. Relax

We're here for you whenever you need us.  Call us at any time, for any reason.

  • Buying a new car? Ask their advice.
  • Been offered a new job? Give us a call.
  • Daughter got engaged?  We are here to help you figure out how to pay for the wedding!

If a dollar sign is involved, we can help. Call us at 248-918-4900.

Got questions?  We’ll get you some answers…


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