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Our Process

We have developed and refined a proprietary process called The IN*SIGHT FORMULA. This process integrates eight pillars, which include: investment management, risk management, income planning, tax strategy, social security strategy, estate planning, legacy planning, and value-added services, for successful families, professionals, and business owners. Our goal is to help you implement a plan with multiple strategies to reduce the risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. The IN*SIGHT FORMULA is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

Next Steps:

  • Discover: Schedule an Introduction Meeting where we discover your life and financial goals.
  • Design: We work together to design a financial plan that considers your current situation and any future critical financial and life events.
  • Deploy: We guide you in implementing the necessary steps of your financial plan and monitor your situation on an ongoing basis.

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