Consultative Process

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. We first meet with you and gain a clear understanding of your concerns and objectives. We then provide you with an analysis and projection of your personal and business financial situations. We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.

process graphic

Newsletters

  • Calculating Key Financial Ratios

    The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,628.90 -2.37%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.