Step 1 - Meet and discuss your expectations, financial goals, and time parameters.
Step 2 - Gather and analyze your information using state of the art software and a team of industry experts.
Step 3 - Develop investment plans that are based upon your goals, personal tolerance for risk, and tax situation.
Step 4 - Implement your personal investment strategy and allocate into a diversified portfolio of investments.
Step 5 - Review investment plan and make adjustments, as needed, to ensure portfolio integrity.