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WHITE GLOVE SERVICE
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You deserve a hard-working team at your disposal to ensure that all of your needs are met. From account updates to managing your nest egg with integrity, our team will provide you with an experience tailored to your personal goals. Our proactive approach to communication strives to keep you educated, allowing you to focus on finding comfort in all stages of your life.
FINANCIAL
PLANNING
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Whether you're just beginning your financial journey, or preparing to leave your legacy, our experienced team of planners will help create a plan that works for you. As your fiduciary, we are bound by the Certified Financial Planner Code of Ethics* and Regulation Best Interest to do everything in your best interest. We value our relationships and our goal is to fully understand your vision so we can help provide you a path to the destination you deserve.
**Photo courtesy of cfp.net
*For more information visit www.cfp.net
ASSET
MANAGEMENT
Using a very specific, analytical process, our asset management team studies the markets on a daily basis in order to buy and sell with discretion for our clients. By knowing your goals and your financial picture, we can determine, using technical analysis, what blend of exchange traded funds (ETFs) and individual equities to include in your portfolio based on your stated objectives.
* Photo courtesy of stockcharts.com
We proactively provide our clients with access to our analysis through our A.M. Planning Pathway (our monthly Asset Management and Financial Planning update) and The Jake & Steve Show (quick and fun market update. You can view samples below.
A.M. Planning Pathway
The Jake & Steve Show
PRODUCT
OFFERINGS
Using our own portfolio strategies, our planning team will collaborate with you and create a custom Guided Portfolio Structure(GPS) that fits your goals and needs. After assessing your assets and your personal financial scenario, we are capable of blending our strategies into a portfolio for you consisting of individual equities and exchange traded funds with the goal of achieving your financial dreams.