Our 360o Impact™ process has been developed and refined to help you Plan, Protect and Grow your wealth by putting all of the pieces of your financial puzzle together. Our four-step process includes: Discovery, Design, Deploy and on-going Review.
What matters most to you? Whether your priority is retirement, estate or business succession planning, or simply a complete review of your finances, learning more about your unique situation is the first step to ensure we are a good fit.
The next step in the process includes collecting your financial information and identifying any gaps. We focus on four key areas - Investing, Insurance, Planning and Group Benefits.
After reviewing our recommendations, we work with you to implement an action plan tailored to you.
Your ever changing needs require regular and on-going changes to your finances to ensure you remain on track to achieve your goals.
Our Value Add Service
As part of our value-added services we offer clients our Sounding Board Service – where we make ourselves available to your friends and family who are anxious about their finances. People find this a valuable investment of their time – providing clarity to their financial picture and reflects well on those who introduced the service. There is no obligation to become a client – we encourage financial education and in helping others make well informed decisions.