Client Services Overview

Are you ready to clarify, simplify, and organize your financial life? As a Comprehensive Client, we work to address your questions, help reduce your financial worries, and make educated recommendations so you can focus on what matters most in life.

If you see the value in working with experienced advisors to analyze options, make informed decisions, and implement strategies to achieve your financial goals, becoming a Comprehensive Client might be the best option for you.

We work with Comprehensive Clients to design and implement an integrated financial plan covering various aspects of their financial life, which can include:

• Building, protecting and distributing wealth
• Cash flow analysis
• Portfolio construction
• Asset allocation¹
• Estate planning
• Risk management planning
• College funding
• Retirement planning
• Executive compensation

As a Comprehensive Client, you work with us on an ongoing basis to stay informed, access expertise, and make adjustments as changes in finances, laws, and life occur.*

Are you looking for guidance to achieve a life goal? We help Goal-Oriented Clients devise a financial strategy to achieve specific goals they have for their lives.

Whether it be one major goal or many smaller goals, if you see the value in partnering with experienced advisors to help identify financial opportunities and reduce risks so you can work toward achieving your financial goals, opting for Goal-Oriented service might be the best choice for you.

We work with Goal-Oriented Clients to develop and implement a clear strategy that can help them achieve their financial life goals, which can include:

• Estate planning
• Risk management planning
• College funding
• Retirement planning
• Long-term care strategies 

As a Goal-Oriented Client, we work with you to offer solutions to overcome financial obstacles and put you on the path to success toward achieving your goals.

Are you looking for targeted solutions to specific situations? If so, opting to become a Situational Client may be appropriate.

Situational Clients work with us on a limited basis to seek guidance and implement the most appropriate solutions for their circumstances, which can include:

• Investing strategy (one-time)
• Life insurance
• Long Term Care Insurance
• Disability protection
• Annuities

Situational Clients receive guidance, advice and service related to their specifically defined needs and concerns.

Ongoing service and support is provided as it relates only to the work performed. Additional services, outside of scope of work defined, will be determined separately, as requested or recommended.