Our Process
We develop a financial strategy and manage your investments using a proven, six-step, process. This ensures that we are constantly evaluating your needs and adapting our strategy accordingly.
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Identify Your Objectives
We start by understanding your current financial situation, objectives and needs.
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Determine Your Tolerance for Volatility
Our objective is to achieve the best returns for you with minimum volatility.
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Formulate the Best Strategy for You to Reach Your Goals
After understanding your financial picture, we develop a personalized financial plan and investment portfolio.
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Select and Manage Your Investments
We work to minimize fund expenses and other charges that can reduce investment returns.
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Monitor and Update Your Investments
Your portfolio is continually monitored and investments are efficiently upgraded.
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Work Closely with You
Your calls are returned the same day, if possible. You can reach us daily by phone (425-898-8989) or email at [email protected].
“We want you to have financial security, not just securities.”