Initial Consultation
Ask Question, Feel Certain
The consultation is complementary (no charge), no obligation. With empathy and understanding, deep sharing reveals goals and intentions, along with Fears and concerns. Clients feel unburdened and hopeful after the session. With a clear understanding of the real issues, and priorities, from a proactive point of view.
Informed Financial Planning
Strategy, Forecast, Action
External data and in-depth analysis of the situation offer a more comprehensive perspective with options and strategies. Creating a model we apply appropriate options, and strategies to determine what the most appropriate actions are. We're constantly evaluating the internal and external environment for material changes that affect our forecasts, and action plan.
Accessible, Affordable, Flexible Lower Fees
Value & Satisfaction Focus
Independent financial planners have a myriad of options, strategies and products to use. Ensuring Client satisfaction is critical to the long term relationship. Flexible accessible fees means that affordability is not tied to quality. Transparently we review what the options are, and determine how to satisfy the "burden of value" every time.
Commercial Insurance /
Surety Bonds Coverage & Consulting
Brokers often ignore the evolving needs of their commercial clients due to the transactional nature of Insurance. In an integrated service relationship Insurance coverage and premiums are always part of the picture. Commercial Surety for Contracting is far more than a Construction thing. Caterers, Law offices, Tech and Transport companies are all required to have surety on contracted services. Lets get you Bonded!
