Discovery
Knowing who our clients are is the foundation of bringing solid advice to the table. We take extra care in understanding the past experiences, the current financial conditions, and the future goals desired. There is a psychology of money that exists in every family and business. It comes from the experiences we have been through, our upbringing, and the values we hold in the highest regard. This psychology is what differentiates our clients as to what is the most important objectives to the wealth they wish to preserve. Understanding what motivates our clients assists us in designing a path that is relevant and purposeful.
Design
Each client is given advice that is custom to their needs. We serve families by creating elaborate wealth plans and customized investment plans that adhere to their values and goals. We work with businesses to design retirement plans that are specific to the goals of the employer and the uniqueness of the people it represents. Using the decades of knowledge and experience our organization has, we can offer designs that are relevant to today’s world and based on long-term fundamentals we have learned.
Implementation
Following through with a design is as crucial as the design itself. A great plan has no meaning if it is not executed. With the connections to our strategic alliances, we can implement investment and planning services with high caliber. Our alliances include LPL Financial – one of the largest independent broker/dealer in the nation, Allen, Gibbs and Houlik, L.C. – one of the largest tax practices in the Midwest, and Insight Wealth Strategies – our resource for connecting insurance needs to top-tier companies across the nation.
Review
Change is inevitable. Markets shift. Economies expand and contract. Businesses adjust to the needs of the consumer and the employees, and family may values shift as life changes. Implementing our client’s investment and planning needs is the beginning of our relationship, not the end. We have a long-term relationship in mind for every client we serve. Walking through the changes, which sometimes are the hardest times, is what we do best. Helping clients make sense of the markets and economies around us, plan for major transitions in business and life, and react to unpredictable risks is an important part of our mission to our clients.