Retirement & Investment Advisory

Investment Portfolio Management

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How Our DARE Process Works

We’ve been successfully helping folks like you for a long time…just under 30 years to be exact.  Over that time we’ve perfected our process to give our clients the guidance they need to find confidence and clarity with their investments.  

It’s called DARE…as in DARE To LIVE More & Worry Less In Retirement.  Here’s how it works at the 50,000 ft level.

Discover

STEP 1: In our discovery session, we will establish an exact understanding of what you want to accomplish, where you are now and your feelings toward money.

Analyze

STEP 2: Using our proven process and systems we analyze to simplify and organize your entire financial situation so you can finally see everything in one place. It's streamlined, optimized and organized like never before. We believe you'll have more financial confidence knowing you're on top of everything.

Recommend

STEP 3: You've made the sacrifices you've made and worked as hard as you've worked for a reason. This is where the strategy recommendations come together to accomplish the goals you have and have the impact you've dreamed of.

Elevate

STEP 4: As life unfolds, we will work hard to continue elevating the quality of your life. We will always remain highly engaged with you to maintain a current understanding of your family dynamics and financial needs. We will constantly be reviewing your strategy’s progress relative to what you want to accomplish. We will adjust your strategy as your life evolves.

COMMON CHARACTERISTICS OF THE AFFLUENT:

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