Concerned that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.


Financial Flight Plan

Our Financial Flight Plan helps you see the skies ahead and avoid any potential turbulence you may encounter along the way. Patrick and Kristi are proud to act as your experienced crew for the journey ahead. If you’re ready to begin charting your own Financial Flight Plan, follow our three-step itinerary below:


Our Itinerary

  • Phase I: The Journey Begins

    We will gather all the information we need to learn about you, what is important to you and what your retirement dreams are. This helps us manage overall risk, expand your nest egg and provide a complete Financial Flight Plan. We can also answer any questions you may have about your finances or retirement planning.

  • Phase II: Flight Plan

    We will get to work on evaluating alternatives to help manage overall risk to your Financial Flight Plan and help optimize it by creating strategies geared toward growth, reducing taxes and suggesting efficient methods for a smooth transfer of your legacy to your beneficiaries. By partnering with tax and legal professionals, we’ll help you avoid potential excess taxes or probate. In addition, we will provide the recommendations needed to address your unique situation and outline an appropriate course of action to help increase your confidence in your plan.

  • Phase III: The Smooth Landing

    The primary objective of this phase is to implement your Financial Flight Plan. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you. We monitor our clients’ accounts on a regular basis to help ensure they are still performing in a way that meets their intention. When we discover a client's circumstances have changed, or that shifting global markets may require a different financial approach, we are quick to make the proper adjustments.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 561-229-0009