OUR PROVEN PROCESS

OUR PROVEN PROCESS

We work with our clients to help them protect their valuable assets and to take control of their retirement through education and the creation of a comprehensive strategy that is designed to help them with the following critical areas:

  • Life, Home, Auto & Health Insurance

  • Long Term Care & Critical Illness

  • Medicare & Medicare Supplement Insurance

  • Disability Income Insurance

  • Retirement Income & Social Security Maximization Planning

  • Advanced Tax Planning & Tax Minimization Strategies

  • Risk Management Strategies

  • Legacy Planning Strategies

WE PROMISE TO GIVE YOU

A lifetime of education, protection and support for you and your family

WE PROMISE
TO GIVE YOU

A lifetime of education, protection and support for you and your family

1-Workshop

1. Get to know us and learn about our services and process
2. Personal Auto 101/Auto Reform
3. Business Insurance/Worker’s Comp

2-Consultation

1. Goals and coverage assessment
2. Data gathering and identify needs

3-Design

1. Analyze current course of action
2. Identify potential alternate
courses of action

4-SIGNING MEETING

1. Develop your new coverage plan and review our recommendations
2. Sign and complete paperwork

5-Policy Process

1.Processing your insurance policy
2. Schedule next review meetings

6-Annual Review

1. Ongoing Maintenance Plan to monitor and update as needs change
2. Review coverage and life changes

1-Workshop

1. Get to know us and learn about our services and our processes
2. Learn about Financial Planning

2-Consultation

1. Understand your personal finances
2. Data gathering and discovery to identify and select goals

3-Design Meeting

1. Analyze current course of action
2. Identify potential alternate courses of action

4-SIGNING MEETING

1. Develop your new Financial Plan and review our recommendations
2. Sign and complete paperwork

5-Funding Meeting

1. Implementation of the new Financial Plan and recommendations
2. Schedule next review meetings

6-Annual Review

1. Ongoing Maintenance Plan to monitor progress and update as needed
2. Review goals and results

1-Workshop

1. Get to know us and learn about our services and process
2. Personal Auto 101/Auto Reform
3. Business Insurance/Worker’s Comp

2-Consultation

1. Goals and coverage assessment
2. Data gathering and identify needs

3-Design

1. Analyze current course of action
2. Identify potential alternate courses of action

4-SIGNING MEETING

1. Develop your new coverage plan and review our recommendations
2. Sign and complete paperwork

5-Policy Process

1. Processing your insurance policy
2. Schedule next review meetings

6-Annual Review

1. Ongoing Maintenance Plan to monitor and update as needs change
2. Review coverage and life changes

Contact us today to schedule a free no obligation consultation!