Broker Check

Creating Your Wealth Management Blueprint

Building a solid financial strategy for your future requires sophisticated planning. We’ve designed a process to work through your plan together, beginning with a number of conversations about thought-provoking questions that help us understand your most important values, aspirations and relationships.

Once we’ve collaborated on identifying and prioritizing your objectives, we custom-design an investment strategy that’s tailored to your individual income needs and financial goals. To give you access to a wide range of products, services and market research, we’ve partnered with one of the nation’s most respected independent broker-dealers, First Allied Securities, Inc. Over time, we stay in close touch with you to keep your strategy updated as your life changes and your needs evolve.

OUR APPROACH TO RETIREMENT PLANNING: THE ADVANCED TIME SEGMENTATION STRATEGY™

To create your personalized plan for retirement, we use a unique, well-tested Advanced Time Segmentation Strategy. Advanced Time Segmentation matches your assets to your liabilities, using strategic investments to draw income when needed and allowing time for other investments in the portfolio to potentially grow.