Our Process

When it comes to our process its fairly simple if your looking just for Term Life, Health and Supplemental products. Its just as simple as us having a phone call and requesting a quote.

 

 If your looking for specialty insurance coverage its as simple as submitting an application and waiting for approval or denial. if your a Business or individual looking for Custom retirement plans or any other services we follow the 4 steps below,

 

So what are the steps?

1) Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

2) Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

3) Detailed Planning

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: Retirement, lifegoals,  risk adverse  investment strategies just  to name a few. The strategy is custom tailored for you to experience the power of being in full control of your Wealth.

4) Ongoing Aid and Advice

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.