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Our Process

Our process integrates wealth management, risk management, debt management, income planning, tax planning, and legacy planning. Our goal is to take all of the pieces of your financial puzzle and put them in place. Our proprietary i4 Process is designed to constantly adjust and monitor critical life and financial events to keep your plan on track.


  • What are your retirement goals as they relate to finances?
  • What is your risk tolerance?
  • Do you desire professional management?


  • How can we meet your retirement goals?
  • What services are best fit for you?
  • What needs to be your focus as you approach retirement or actually move into retirement?


  • Lay out an initial plan that will establish goals
  • Work with client to finalize plan that addresses all concerns and goals
  • Discover and evaluate financial strategies that aim to provide the best opportunity for the plan to be successful


  • Execute the financial plan by placing resources in appropriate strategies
  • Continuously evaluate client’s risk tolerance
  • Provide ongoing continuous service
  • Build a lasting relationship

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