Our Services

We believe that the first step is education. That can happen in a variety of different ways either one on one in our offices or in a workshop/seminar format or via our latest method, which may be more suited for our busy lifestyles on the go. The virtual university will be live interactive classes offered on the Internet as well as classes on CD`s We will work with you one on one to evaluate your current financial situation after we establish your current overall objectives, we focus on your specific goals and lay out a plan geared toward the achievement of each goal. Keeping in mind the underlying values of each client, we understand the flow process of all assets the Lord has entrusted to us to be. 1. "Accumulate" Excess dollars to fund future goals. 2. "Distribute" Income as needed. 3. "Transfer" Remaining assets to intended heirs and not the IRS and Attorneys. Once the plan is developed we then work with you to develop a five-step asset management process to ensure that we successfully meet your financial goals and objectives. 1. Through personal consultations with you, we develop a personal profile of your individual investment needs and objectives, time horizon, and attitude toward investing. 2. We develop a personalized asset allocation policy based on your needs and objectives as identified in Step 1. This policy maximizes your investment returns relative to your risk tolerance and time horizons through the carefully diversified allocation of your investments. 3. Your asset allocation policy is implemented by investing in a well-diversified portfolio and is managed by preeminent money management firms, many of which are not normally accessible to an individual investor. 4. Your investment portfolio is carefully monitored on an ongoing basis to ensure that it remains consistent with your agreed-upon asset allocation policy. If the relative value of investments in your portfolio changes enough to become inconsistent with this policy, it is rebalanced. 5. We will communicate with you on a regular basis and provide a comprehensive reporting package including total asset account values. We will reassess your current financial situation and any changes in your goals and objectives and make any appropriate changes to your portfolio. In keeping with step 5 if you have found any information on our web-site or newsletters that has raised questions or issues you would like to discuss please call us at (630) 941-2530 or E-Mail Us set up an appointment