Our process begins with a thorough meeting to understand what your goals are, what investment experiences you’ve had, your priorities and what financial security means to you. Since we have an earnest desire to see the world through your eyes, we try to get to know you as best as possible. Next, we holistically evaluate your current situation and tailor your portfolio to align with your tolerance for risk, bearing in mind your desire for growth.  We also review tax management strategies and identify any potential deficiencies in your current portfolio.  Finally, we develop a dynamic financial plan so you feel confident you are headed in the right direction.  We continue to walk with you every step of the way.

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