Build the life you want... we will help you plan for it.

The SFP Process

We know no two individuals or businesses are alike. We also know no two individuals or businesses share the same goals, or approach to achieving those goals. That is what makes our process effective. We do not take a one-size-fits-all approach to helping you accomplish your goals and we do not try to fit you into any particular model. Rather, we take the time to listen, understand where you, and your business are today, and where you hope to be tomorrow.

Our approach is four-fold. We will help:

1. Identify your personal or corporate financial situation, thoroughly understanding your goals and what drives you.
2. Design a plan or solution specifically for you or your company.
3. Should you choose to implement our recommendations, we will guide you through any action items and implementation steps to help ensure accurate execution.
4. Monitor your program through regular reviews to ensure your financial goals remain in sharp focus.

Drawing upon a broad network of insurance, investment and financial professionals throughout the United States, we are able to provide you with a wide range of solutions to the many complex personal, financial, and business issues you face every day.

What is more, the extensive resources available to us through our Home Office and affiliated companies allow us to match nearly any need or concern you may have with the most appropriate product, service or program.

The seven areas in which we specialize include:

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.