They determine everything that follows. We find out about your goals, concerns and questions at the Discovery Meeting. We also understand that financial planning, investing, and retirement are fraught with risks. In order to mitigate these risks our WealthFoundation Process® rests on five pillars:

 

• WealthStrategy: Our dynamic, yet consistent comprehensive process

• WealthTeam: Every client has a three person team

• WealthPortfolio: Designed based on your goals and risk tolerance parameters

• WealthProtect System: Our unique methodology of reducing equity exposure during bad markets

• WealthService: Offering exceptional service and personal attention is our passion

 

We believe that the five pillars of our process will help us give you the best opportunity to reach your goals. To view each pillar step-by-step, please see below.