Process
See your road to financial clarity
Unlock Peace of Mind with our Executive Retirement Program. As dedicated businesspeople, you’ve poured your heart and soul into your career, mastering the art of balancing work, family, and hobbies. Yet, amidst the hustle, the critical aspect of personal finances often takes a backseat, leaving you unprepared for the future.
Five-Step Module to Financial Security
Module 1
Executive Wealth Plan
- Goals and Planning
- Comprehensive Reviews
- Family and Financial Structure
- EWP Construction
Module 2
Executive Investment Plan
- Investment Strategy Meeting
- Investor Portfolio Analysis
- EIP Construction
Module 3
Executive Estate Planning
- Legacy Goals
- Legal Essentials
- Asset Strategies
- EEP Construction
Module 4
Executive Security Plan
- Risk Analysis
- Insurance Planning
- ESP Construction
Module 5
Family Education Program
- Family Literacy
- Educational Program
We believe in keeping you updated on all aspects of your financial situation through:
Regular Reviews either Virtual or In-Person
Phone appointments on demand
Quarterly goal tracking against pre-established targets
Quarterly market update
Special Reports
Quarterly detailed Portfolio Reports
Your own Personal Financial Website – 24/7
In addition to the regular communication, you will receive from our Team, we are only a phone call away for any wealth management inquiry.
