WORKING WITH US
We take our clients through a process that we have developed and perfected over time. Our clients have indicated to us that it is this process along with the specialized proprietary solutions that we offer that set us apart.
1. DISCOVERY SESSION
This session seeks to understand the moving parts in an organization and how they interact. We will discover your objectives and pinpoint any areas of concern.
2. STRATEGY & RECOMMENDATIONS
We carefully consider which financial products best meet our clients’ needs and objectives. We optimize the results by considering corporate structure and tax.
3. IMPLEMENTATION & UNDERWRITING
We begin the process of underwriting the insurance and choosing the appropriate investment product/strategy.
Plans and products are not static. We review and adapt them on a regular basis. We will also guide you to take full advantage of changing fiscal and/or business opportunities as they present themselves.