Approach

Good fortune is what happens when opportunity meets with planning.

— Thomas Edison

Your Second Opinion Process

Our process for a simple and collaborative relationship.

Discovery Meeting

Learn your unique story through a rich and enjoyable conversation

Second Opinion Meeting

Complimentary second opinion on your situation

Scenario Planning
And Analysis

Introduction to our planning philosophies, diagnostic of your current situation, and potential strategies for your investments.

Mutual Commitment Meeting

Confirmation of our commitment to work together

Organizational Meeting

Organization of paperwork and personal financial website

Regular Progress Meeting

Review of progress and continued implementation of your planning strategies

Ongoing Planning

Comprehensive evaluation of the entire range of your financial needs with our recommendations for moving forward.

Professional Network Meetings

Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions.

Our Professional Network

Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas.

Wealth Management Formula

Our formula for mapping out your Life Plan.

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Wealth
Management

Investment Consulting

Advanced Financial Strategies

Financial Life Planning

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Investment
Consulting

Management of all investment elements to maximize the probability of achieving all that is important to you and your family:

  • Portfolio analysis and reporting
  • Risk evaluation
  • Asset allocation
  • Portfolio diversification
  • Protection strategies
  • Tax-managed strategies

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Advanced
Financial Strategies

WE | Wealth Enhancement
tax mitigation and cash-flow planning

WT | Wealth Transfer
transferring wealth effectively; may not be within a family

WP | Wealth Protection
risk mitigation, legal structures and transferring risk to insurance company

CG | Charitable Giving
maximizing charitable impact

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Financial
Life Planning*

Accountability

Education

Implementation

Organization

Unified Team

You

*Financial planning is offered through Brian and Bradley's affiliation with Eagle Strategies, LLC

Life plan for your business®

 

Consultative Process

To facilitate the planning process, please complete and download the following forms:

 

Business Life Plan Inventory

Personal Inventory