Our Process

Our Approach to Your Financial Plan

When you contact our office, we will have a first interview over the phone to determine what you are looking for and ensure we are the fit for you. From there we we will schedule an in person meeting or zoom call to go into more depth of your current financial picture. After gathering the information we need, we will design a custom financial plan for you and determine the next steps to move forward. Sound good to you? Book your first call today.

What Do We Provide For You?

We work with individuals, families and businesses on providing a financial plan to cover:

  • Retirement income planning – how much should I be putting away to retire? How much can I expect to receive?
  • Investment planning – how are your investments working for you?
  • Insurance Planning – how much life insurance should you carry?
  • Illness & disability benefits – do you have enough coverage through work?
  • Health and dental plans – what are your options if you no longer have a plan through work?

We do not provide debt management solutions. Please click here if you are in debt and need help.

Our Process

We take the time to find the right investments, the right insurance, the right experts and the right solutions for our clients. We use a focused strategy based on the client’s plans and objectives.

Our Strategic Partners


*Portfolio Managers available by referral through Raintree Financial Solutions