Broker Check

What's Your Y?

Individual Wealth Planning

Our Goal is to give you financial confidence and clarity. We help you navigate the financial waters and we make sure that you are clear on what risks and opportunities await you. Our wealth planning process is very clear:

  1. We meet with you to discover what your needs and goals are and to develop a customized plan that helps adapt and adjust with the changes going on in your life.
  2. When we evaluate your financial plan and layout, we will provide recommendations that help provide growth, stability and protection.
  3. After we discover your financial profile, we then present our final plan and recommendations and help take you through each step of the needed changes for however long that takes.
  4. We revisit the plan each year to adjust as changes present themselves.

Let us know if you are interested in hearing more about the planning processes and our fee schedule.

Business Owners

Many small business owners are often overwhelmed and are best at simply doing what they know in their industry. You know your "Y" and our goal is to help you get there by listening to what you need in terms of service from a planning perspective. We can work with the existing teams in place or assemble a group of specialized advisors to help gain the financial confidence you desire.

Contact us to discuss business succession issues, maximizing your retirement planning and review current business insurance in place. We provide clear actionable steps designed to help save you time and give you the leverage of our experience and network of business connections that may be able to help you.