Building your financial plan
“My biggest goal is to address a client’s financial concerns and to help take the anxiety out of that portion of their lives.”
~Frank Bugh

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When you do business with us you are not simply purchasing a set of investments. When you do business with us, you are investing in a process. A customized financial plan serves as the “how-to” for pursuing your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and addressing your needs.

Understand

We begin with a discussion – to build an understanding of your personal goals, current financial situation, investment experience and risk tolerance

Design

We analyze what you’ve shared with us and design your plan. We present our recommendations, answer your questions and outline the steps we need to take to implement your plan.

Implement

With your approval, we execute your customized plan. This involves the selection of specific account types, investment products and optional services, and the handling of all paperwork.

Manage

We will review the progress of your plan relative to your defined objectives and suggest any changes where needed.