Becoming a Client
We need to get to know you.
We can meet with you in our office or we can come to your home or office.
We will spend time gathering information to get a complete picture of your financial situation your goals and dreams.
We will analyze your risk tolerance, screen your present portfolio and discuss your priorities.
You need to get to know us.
At the first meeting, we will provide an overview of our mission and resources. We will provide written materials for you to review at home. With your input, we will provide an analysis of your needs.
We operate under the concept of "product neutrality".
We are not obligated to present any company or proprietary products. Based on suitability, we will explain the various products that could work for you and allow you to make the decision, using our analysis and input to guide you. The final decision will always be based on your comfort level and will be executed in your time frame. This process may take 2-3 meetings. Some paperwork can be handled by mail or fax.
Our ultimate goal is that by the time we arrive at the end of the process, you will be better educated about your own needs and the resources available to you. Additionally, you will be assured that you are being the very best stewards of the financial resources that God has given you.
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