Broker Check

Approach

<sup>Protection first</sup><br/>Philosophy<br/>

FIRST Implementing Organization

Being financially organized can give you confidence and it can also help recognize opportunities & drawbacks that may exist in your current plan. 

SECOND Teaching Strategies

Before any product or service of any financial institution can be evaluated for your use, you need to look at the strategy and principles you are using to obtain greater wealth. An initial snapshot of where you stand will help to determine where you are headed. Key strategies implemented over time can help in reducing risk, taxes and expenses (fees, sales charges and insurance cost) while working to increase liquidity, control, safety, protection

THIRD Relationship Development

Over time relationships grow. As Jen gets to know you, she will continue to be a resource for you in many aspects of your life in addition to your finances. This happens through consistent review meetings. It's when things get tough that a trusted financial resource is needed most. We strive to do that for our clients.

How we approach...

Business

Business

One thing an experienced business owner knows is that change is always right around the corner. It takes focused energy to stay abreast of potential changes to market share, technological changes, and other circumstances when planning and projecting the future of their business.

Our job is to come along side you and ask the questions: Are you winning the game? What are your struggles? How is cash flow? Are you operating with top efficiency? Are your current tax strategies helping you save taxes over your lifetime?

Investing<br/>

Investing

If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to bear when we help you come up with an sound investment strategy.

Risk Management

Risk Management

Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs.

Retirement<br/>

Retirement

Not everyone says they’re very confident about saving enough for a comfortable retirement. Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.