How We Help
Our clients know exactly what to expect from us and they also have the peace of mind of living a comfortable lifestyle with the ability to support themselves and their loved ones both now and in retirement.
We recognize the importance of learning about clients, their families, their passions, their dreams and their financial goals as well as addressing all financially vital areas. We do this through our proven process outlined below.
The Crystallization Process™
Creating clear and solid solutions to accumulate wealth for individuals who want
to live a comfortable lifestyle with the ability to support their loved ones
Learn about each other, determine if we are a good fit and how we can partner together to support your
Learn about your goals and aspirations. Gather the essential information to build your customized plan.
3. Cutting & Designing
Develop your in-depth comprehensive plan.
6. Confirming Clarity
Share our findings, gather your feedback, and finalize your plan.
5. Setting In Place
Put your plan into action.
Continue to monitor your progress and adjust to accommodate for life changes.
To learn about the formula we use to support your wealth solutions, see the Crystallization Elements™.
The Crystallization Elements™
A review of important and critical areas of life
to formulate an effective wealth solution
Determine an appropriate asset
allocation for your portfolio
and select suitable investment
products to support your plan
Minimize estate fees, reduce the
administrative burden for your executor and allow a smooth transition of assets
to your beneficiaries
Develop an accumulation or
distribution strategy to reflect
your financial plan
Control and reduce the amount of
money you owe
Strategies to help protect you against unexpected changes or occurrences
Making sure you only pay
what is necessary