We have designed a systematic and proven approach for helping you achieve your goals:
Step One: Using our unique Discovery Process, we gather the information we will need to counsel you.
Step Two: We assess your financial situation and, based on the data gathered from our unique Discovery Process, we prepare customized investment recommendations and other essential financial planning actions designed to achieve your goals.
Step Three: We implement and continue to monitor your plan. We hold periodic meetings with you in our offices in Saginaw, at a convenient location, or over the phone to consult with you on your progress toward your goals. During these meetings and conferences, we will also answer any financial planning questions or concerns you may have.