The Process and Resources
It all starts with a conversation.
Each client is unique. Each solution is unique.
We will meet and discuss the issues you want addressed and I will point out things you may not have considered. Following up, I will present several solutions to address the issues, and explain the pluses and minuses of each one. Together then, we will select a strategy and implement and review as the year progresses. There is no one-size-fits-all portfolio or strategy. Each one is uniquely tailored to you.
I access additional resources if necessary.
If we need an advanced case design for life insurance I will again go to several and see who has the best solution. Being associated with a large broker dealer, I have access to advanced planning resources that will work with me and you on a particular planning issue. I have access to a network of attorneys that can help with all the legal aspects.