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BECOMING A CLIENT

We believe that working with a Financial Advisory Team should be an enjoyable and successful long-term relationship.  If you decide to work with us, our goal is to be the last Financial Advisory Team you ever have.  We think it should be a confident and comfortable fit for everyone involved.

Our relationship typically starts with a complimentary meeting that we call a "Financial Physical".   During this meeting we will discuss:

  • Your past financial experiences and future goals
  • Our financial planning process, financial services and fee structure
  • Client service and communication policies

In addition, we will objectively discuss, evaluate and potentially make recommendations regarding your:

  • Income Taxes and Tax Reduction Opportunities
  • Investment Portfolio Analysis and Risk Tolerance
  • Insurance (Life, Health, LTC)
  • Retirement Income Distribution Plan
  • Estate Plan and Beneficiary Structuring

Our goal is to get a very clear picture of where you are now and what you would like to achieve in the future.  If you are in excellent financial condition with your current plan and providers we will confirm that for you.  If we see any areas that can be fine tuned or improved upon, we will bring those to your attention and make suitable recommendations.  

If you need to consider implementing recommendations and we are not a good fit for you, we will be happy to point you in the right direction for an advisor that can work with you more effectively. 

We believe it is much easier to avoid a problem than it is to solve one.  Proactive, ongoing reviews of your financial planning allows us to detect and correct issues now, so they don't cause issues later. 

Managing your wealth is a very personal subject, one we should discuss in a more personal setting.  If you are interested in becoming a client, learning more about us, or simply would like a qualified second opinion, we cordially invite you to call us at 563-359-3475 to schedule your complimentary "Financial Physical".  We look forward to the beginning of what could be a long and uplifting relationship.

Call Us or Click Here To Schedule Your Complimentary Consultation