Our relationship starts with a simple phone call.

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We are grateful for every call we receive, but sometimes it just doesn't make sense to work together. And that's okay.

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Assuming we do meet, we will schedule a get-together so we can discuss your goals, experiences, and expectations. If we don't get into a discussion focused on you, we can not have a successful relationship.

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When we are ready to work together, we start building a comprehensive plan in accordance with your values and financial goals to create a roadmap for success.

 

This is an involved process. It incorporates cash flow analysis, tax planning, financial independence planning, small business holdings, and retirement and education planning to build your tailored investment strategy. The time that we spend formulating this plan will allow us to grow our working relationship.

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In conjunction with your plan, we will then supervise our strategy offering ongoing investment management advice throughout your entire investment horizon. All services are offered without commissions and are strictly fee-based.

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Through this entire process, we are here to be a valuable resource for you and your family's needs. We're here for any "stupid" questions, inquisitive ideas, and want you to feel stable and excited about our potential relationship.

 

We look forward to celebrating your financial achievements with you. You can email us, call us directly or text (917) 765-1385 to chat.

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