Broker Check

What Makes Us Different

Many people think of their "Advisor" around their investments. Which is only a fraction of what needs to be done to take care of financially successful people.

Over our 35 plus years in the financial services profession, we have found that many people are being massively under served by their current advisors. The sad fact is that people don't know or understand what could and should be done for them, but isn’t.

It all begins with a Truly Comprehensive Written Lifetime Financial Strategy. Our model is radically different from what you likely have ever experienced before or anywhere else.

In the traditional or "typical" planning model, if there is any coordination or overarching strategy, it is the client who is initiating it. Many advisers do not Proactively coordinate or communicate with the client's other advisors such as the legal, tax, money manager, insurance or other subject matter professionals.

The traditional Financial Service model kind of looks like this:

Critical Questions in the Traditional Model

  • Who establishes the overall strategy? (usually nobody)
  • Who provides oversight to ensure all recommendations are well-aligned with the overall strategy?  (usually nobody)
  • Who's responsible for measuring success against the goals? (the client themselves?)

Our Truly Comprehensive Written Financial Services Business Model is radically different.

In our model a "Most Trusted Advisor"

Orchestrates a skilled team of Subject Matter Professionals.

It looks like this:

It all begins with a "Truly Comprehensive Written Lifetime Overarching Strategy. This overarching strategy includes your values, your goals (or milestones) that are date specific (year, month, day) and is individually designed and engineered so that what could happen in the market, economy or the world, you have an evolving plan around your goals for the reasons that are important to you.

Once the overarching strategy is written, we move forward to implement the plan while ensuring all recommendations are "EFFECTIVELY" aligned and proactively communicated with all subject member professionals (Legal, Tax, Insurance, Money manger etc.…).

We then have 3-4 "progress meetings" per year (one meeting includes all subject member experts) to make sure we are all aligned with your goals and suggest any "course corrections" that may need to be made.

Each subject member professional has their own unique responsibility to communicate with each other prior to meetings to suggest and even debate any changes they feel need to be made. This peer review and oversight helps to proactively assure you are making smart decisions so you can pursue the goals for the reasons that are important to you.

What can you expect?

  1. Protect your financial vision without trying to sell you anything. Someone who will provide oversight and who has your back.
  2. Attention to your Financial strategies and get you back on course when you drift.
  3. Coordination of All financial products and legal/tax documents.
  4. Transparency so you know what you are paying each subject matter professional and what you are paying for every financial product. This helps to uphold the Fiduciary Standard.

In summary, you get a Truly Comprehensive Written Lifetime Financial Strategy that is appropriately aligned with your most important goals and most deeply held values. You will get your ENTIRE financial house in order and keep it that way. Ultimately, you will have a "higher" level of confidence that no matter what happens in the markets, economy or world you will have an evolving plan engineered around your goals.

All that is 100% client center focused.