Our job is to gather information to assist you in determining the protection to meet your needs and objectives.
Our work covers three phases:
Our work covers three phases:
- Development- We gather data, isolate and quantify potential problems, and explore solution options.
- Implementation- Once we recommend the solutions, we perform a final analysis on the financial products that fit the plan parameters. Meanwhile, we coordinate with our clients legal financial advisors to complete documentation of the plans.
- Management Phase- We monitor the results of your plan and respond to ongoing needs and changes, with the goal of providing you with excellent service.