TAX

INVESTMENT

ESTATE

COMPREHENSIVE WEALTH PLANS:Helping Americans find their

roadmap to financial independence.

helping people make qualitativelybetter financial decisions

a track record of success

built for advancement

career-long professional development

the process

Licensing and Marketing

Interviews

Orientation Program

Career Path

IndustryExperience

CareerChange

COMPREHENSIVE

GOAL-BASED

WEALTH CONSULTATION

COMPREHENSIVE{ every financial decision affects everything else }

GOAL-BASED{ what’s the money for? }

WEALTH CONSULTATION{ moving from selecting products to making strategic decisions }

Affinity Groups

Professions

Life Stage

CLIENT DEVELOPMENT METHODS