Our first meeting entails simply getting to know you and sharing with you what makes our firm so extraordinary. We want to discover what makes your situation unique and what goals you have for yourself and your family.
You will have a team of advisors who work together in designing a comprehensive plan, utilizing our Horizon360SM process, for your specific situation. Your Horizon360SM plan will tie in your cash flow, insurance needs, and investment approach so that you have one comprehensive strategy to support you in attaining your goals.
Once we design the plan that best fits for you, we will work with you to implement and maintain the various comprehensive parts. This is a long-term approach, as we will be there with you to refine your plan as your life changes.
You will receive ongoing communication and support from us in the form of regular reviews and calls, a video and document resource library, a personalized electronic portal, email and social media announcements, and much more.