The Wealth Exam

The financial landscape is constantly evolving and over these past few years, the markets, investment solutions and tax laws have changed dramatically.  Has your strategy kept pace and more importantly; are your assets allocated according to your risk tolerance and financial priorities?  We can help you answer vital questions, develop and if you choose; implement a comprehensive plan for you to achieve realistic goals.  The first step in the process should always be to take inventory so that you and your trusted advisors can have a clear understanding of your overall financial picture.  If you know where you stand today, it’s easier to plan and build a strategy to get you where you want to be in the future. We can provide you with a no obligation, complimentary assessment. Take advantage of it.

Do you know the state of your wealth?  Ask yourself:

end of exambox one
  • What are your annual income needs now and after you retire?
  • What is your savings strategy for future needs and leisure?
  • Are your investments appropriately allocated and aligned with your objectives?
  • How has the recent market volatility affected the risk in your portfolio?
  • Are you taking full advantage of all the tax strategies available to you?
  • How will you save for your advanced education? For your children’s or grandchildren’s education?
  • Do you have all the insurance your family needs for adequate protection now and for the future?
  • Have you created a succession plan for your business?
  • Should your investment strategy include investing in mutual funds? ETF’s? Large company stocks? Government bonds? Alternative Investments?
  • What kind of legacy will you leave your children? Your college? Your church? Your community?

What to expect from your initial consultation:

During your free, no-obligation session, we will...

end of exambox two
  • Introduce you to one or more of our Wealth Management professionals.
  • Explain our services, process, and fee structure.
  • Review the Confidential Financial Planning Questionnaire you have completed.
  • Perform a preliminary assessment of your current assets and financial goals.
  • Discuss any questions that you may have.
  • Then you decide if our services can be of significant value to you.

Request your Free "Wealth Exam" today.

To get maximum value from this initial consultation, begin the Financial Planning Process by accessing our secure Confidential Financial Planning Questionnaire.

Once completed, we will receive notification and one of our wealth managers will contact you. However, feel free to call our office at (800) 499-4143 or email us at with any questions you may have.

We look forward to hearing from you!