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Our Process


We believe that a holistic approach is essential to achieving your retirement financial goals. That's why we've spent the lifetime of our firm developing our unique in-house Diagnostic Process to help you get there.


Conduct a thorough analysis of your current and future cash flow, insurance coverage, tax situation, estate plan, and existing investment vehicles. We review all of your financial documents and provide a list of suggestions, comments, and recommendations to update, complete, or add to your financial strategy.


Create a target portfolio that aligns with your suitability and risk tolerance with a focus on diversification via low cost, highly rated funds and ETFs.


Regular follow-up contact and appointments to ensure that your portfolio remains suited to your current needs and objectives, whether that be growth, liquidity or anywhere in between.

Our in-house Diagnostic Process is one of a kind, and we're confident that it will help you achieve the retirement financial security and peace of mind you deserve.

Want To Get Started Today?

<span>Confidential Financial Profile</span>

Confidential Financial Profile

Download our Confidential Financial Profile today and begin the process with us.


 This form can be saved to your computer to be completed at your convenience and emailed to our office for review.  After we review your form, we will contact you for your complimentary review appointment.  Please be assured that your information is treated with utmost privacy, and will not be used other than as necessary to prepare your financial review or for the establishment of investment accounts.  We are committed to providing excellent service and value.  We look forward to working with you and appreciate the opportunity to be of service.

To download this from, click the Purple link above or below. Email this form to LISA. If you do not have her email, please call us and we will provide it.

Call us at (916) 863-1266.

Confidential Financial Profile