We take an in-depth look at your current finances and create a custom-tailored strategy to simplify your financial life. Your strategy covers:
Each component of your overall financial strategy is important on its own, but our expertise and understanding of the interconnectedness between these moving parts is what separates us from other advisors.
Once your financial strategy is complete, we then invest and manage your wealth and help you implement your strategy over your lifetime.
Your strategy is for the long-term but will need adjustments—we will monitor your accounts and keep on top of new rules and regulations, and you should update us on any changes in your health, family, career or financial needs. With our regular maintenance and fine-tuning, your financial strategy can help your family prosper and sustain your wealth into the future.
The Red Flag Audit® is our proprietary assessment tool for highlighting areas of your current financial life that need attention.We use this tool to establish a baseline with new clients, examining your assets and liabilities, how those assets have been managed in the past and what provisions are currently in place to help protect and grow your assets in the future.
If our Red Flag Audit® results reveal areas that need attention, we will suggest ways to improve your family’s finances. After determining where you are and where you want to go, we can begin to develop a strategy on how to get you there.
We love giving our opinion, especially when we can save you time, money or grief. This one-hour meeting doesn’t cost anything. If it turns out your money is invested wisely and your financial plan is solid, we will gladly admit that and give kudos for your responsible decisions to-date. What we don’t like seeing is an advisor simply serving as a “money valet,” parking your money someplace and giving it back to you when you need it. You deserve better.
2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
HOURS: M-F, 9:00-5:00 ET
444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
HOURS: M-F, 9:00-5:00 CT