Our Process & Strategic Focus
Provide an initial comprehensive financial analysis that helps identify client goals and objectives.
Provide comprehensive investment planning through coordination with client’s other advisors, to include attorneys and accountants.
Deliver "world-class" financial strategies by leveraging the research and expertise of professionals within Wells Fargo Advisors.
Provide on-going review to help ensure responsiveness to economic conditions and life events.
Provide portfolio reviews at regular intervals to help ensure clients’ awareness of and comfort with strategies and results.
Client focus – Retirees and near-retirees who are looking to simplify their lives and focus time and energies on the things they enjoy.
Our goal – Strong, long-term relationships with clients and their families. We know our clients.
Our role- Keep abreast of sound, leading strategies, tools and resources in retirement and estate planning and advise clients on the choices available to them.
Our growth - We have grown our practice through referrals. We understand the vote of confidence a referral implies, and take seriously the commitment to serve these referrals of family and friends at the same high level we serve our existing clients.
Ensuring quality - To enable the highest level of personalized service, we accept only a limited number of new clients each year. We have established minimum account criteria for this purpose. In honoring our commitment to fully serve existing clients, we willingly assist clients’ family members with no portfolio size restrictions.