How We Work

How It Works

It's Easy to Start Investing Better

We’d like to show you how we can improve your financial life. Our Free Financial Consultation is a no-pressure opportunity to discover the strengths and weaknesses of your portfolio in easy to understand terms.

Schedule Your Consultation

Get Started in 4 Easy Steps

1

Tell us about yourself.

We will set up a phone conversation between you and your Advisor so we can learn about you and your family. More specifically, we will discuss your goals, risk tolerance, time horizon, and retirement planning. We will walk through your financial accounts, your personal balance sheet, and discuss your household cash flow to round out your complete financial picture.

2

We evaluate your situation.

Your Advisor will work with our Investment Team to develop your Personal Strategy and analyze your current investments and financial situation. In a virtual meeting, we will show you what you are doing well, where you can improve, and how it impacts your retirement. We will also discuss any of the specific financial planning subjects that are important to you.

3

We share our findings.

After completing your complimentary consultation and analysis, if you decide we can help you, accounts are opened in your name at Pershing, a third party custodian. You can fund your accounts with cash or transfer securities. We manage all types of investment accounts, including IRAs, Joint accounts, and Trusts.

4

We implement your new strategy.

We implement your new strategy, monitor and rebalance, and work hard to minimize your tax bill. We will communicate with you in a number of ways at the frequency you desire.

Relax. Live your life.

Invest with Us

Start the conversation about your financial future. You can reach us directly at (855) 855-8005, click to schedule a call with one of our advisors, or enroll directly in our investment services.

Schedule Your Consultation