Broker Check

Assess: The Reality

Fundamentally, wealth planning is about helping you prepare so that, no matter what life throws at you, you'll be okay. Arriving at a real solution requires knowing how you define "okay." Our Assessment process helps you to make decisions to arrive at the solution of how much is enough for you, your family and your business.

Our advisors work with you to audit your documents, insurance policies and assets for potential tax liabilities, gaps, liquidity issues and inheritance concerns. We deliver a customized report evaluating how your current planning has fulfilled your goals identified in the Discovery process. Gaps, risks and opportunities are addressed. Steps required to ensure you will have enough are described in detail.

Once our plan of action is delivered and recommendations presented, you may choose to have us design and implement a customized plan to fulfill your vision.