Plan, Invest
& Prosper
with Us.

A financial advisor is your personal guide — helping you navigate investments, plan for retirement, and achieve your financial goals. You'll receive expert advice tailored to your unique situation, giving you the peace of mind to focus on what matters most.

Here are some signs it could be a good fit for you:

• You have big financial goals but are unsure how to achieve them.
• You're approaching a major life event (wedding, house purchase, retirement).
• You've inherited money or experienced a windfall and need guidance on how to manage it.
• You're unsure how to start investing or what to invest in.
• You want to make sure you are adequately prepared for the future and for achieving your goals.

You'll start with getting to know your financial advisor and they'll get to know you and understand your financial situation, goals, and risk tolerance. (e.g., income, expenses, debts, savings, major life plans).

From there you can expect:

Reviewing Your Financial Picture: You can share any financial documents you've gathered beforehand. The advisor will analyze your current financial standing

Goal Setting & Strategy Discussion: Discuss your financial goals (e.g., retirement planning, buying a house, saving for college) The advisor will propose potential strategies to achieve those goals.

Investment Options (if applicable): The advisor may discuss different investment options based on your risk tolerance and goals.

Fees & Next Steps: The advisor will explain their fee structure and discuss the next steps, which might include scheduling follow-up meetings or starting the planning process.

What to Bring:

• Government-issued ID: This verifies your identity for security purposes.
• Recent paystubs or income statements: This helps the advisor understand your income flow.
• Bank account statements: This provides a snapshot of your checking, savings, and any investment accounts you hold.
• Retirement account statements: If you have a 401(k), IRA, or other retirement account, bring recent statements.
• Debt records: If you have any outstanding loans or credit card debt, bring documentation with balances and interest rates.
• List of your financial goals: Having a clear idea of what you want to achieve will guide the conversation.
• Any questions you have for the advisor: Come prepared with questions about fees, their investment philosophy, and anything else you're unsure about.

Financial planning is about more than just managing investments. We create holistic plans that consider your entire financial life. This means crafting a roadmap that supports your dreams—like funding your child's education, donating to charity, or planning for retirement care. Whether you're buying a business or gifting wealth to your family, a personalized plan puts all your goals in focus, ensuring your financial future aligns with your values.

The right questions will be the ones that make sense for you and your goals.

Here are some good prompts to get you in the right mindset:

• Ask about their approach. Make sure your investment philosophies work together. Figure out how often you want to communicate and how.
• Process for creating the plan. Get to know the comprehensive tools offered and understand how your goals will be turned into an actionable plan. Ask about different types of investments and any other industry terms you are unfamiliar with.
• Ask about your financial situation. Consider your own financial goals and concerns to tailor your questions. This meeting is all about starting your roadmap to your financial success.

Our wealth management services include:

• Growing your wealth through building portfolios that align with your goals, timelines and risk-tolerance.
• Preserving your wealth by leveraging our expertise to build a plan for all of life's "what-ifs"
• Planning for retirement. We'll design a plan to give you the lifestyle you want -- for now and the future.
• Provide for your family — whether supporting a child's education, planning your dream wedding, we'll make sure your short-term and long-term goals are covered.
• Managing your estate. Ensure your loved ones are cared for and your values preserved.
• Growing your business. We've got you covered from even the most complex needs.

And more! Learn more about how we can help you realize your financial goals.