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Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Professionals take a needs-based approach to our insurance sales strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

Our Financial Professionals can help you with many of your financial needs. It is important to note that Financial Professionals are only able to provide certain services if they are licensed to do so in your state.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Analyze

Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies.

Recommend

We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

Implement

If you’re satisfied with our recommendations, we can work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.

Review

Because your financial situation is bound to change, we work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals.