Our processes are condensed into four specific categories; needs analysis, solution development, solution education and finally implementation and servicing. These rigorous steps allow for the client to participate in the creation of the solution(s) and will be fully engaged in every step. The main street market is typically commoditized and lacks the interaction between advisor and client. As a result, the client will receive the attention they deserve and the solution will be tailored to their specific facts and circumstances. Such client benefits are:
- comprehensive needs analysis to determine the clients risks, financial & emotional capabilities
- solutions to address the clients exposures while correlating with other lifestyle factors
- access and experience with products and markets not necessarily delivered to the main street customer
- a concierge service platform originated from our affluent service platform