Our team exists to help you develop and implement strategies designed to assist you in realizing the financial future that’s most important to you. "Most established and highly successful business owners, executives and professionals have already achieved many goals, but they may still lack confidence in their financial future," says Dan Murdock, a senior member of the group. "They may not have a clear vision or a strategy to achieve their vision. We can help you develop and implement strategies that may enable you to: Crystallize your vision of your financial future,Organize and coordinate your financial affairs,Define investments and other financial products specific to you needs,Identify and clarify your financial risks,Minimize tax expenditures, andStrengthen your confidence in your financial future.
We use a five stage process. In stage one, you assess your current situation and set goals, both personal and financial. Working together in stages two and three, we can help you determine priorities for your financial future, quantify your current situation and bring together a team to assist you in creating your unique financial strategy. In stage four, we can help you implement your plan with the products and services we offer. Stage five provides you the opportunity for continual review of your goals.
"We have utilized this process successfully working with our clients during the past fifteen years," Murdock says. "We help them understand their current situation—both strengths and weaknesses—and assist them in creating a powerful vision for their future. Then we help our clients look at the roadblocks standing in their way, develop strategies to help overcome them, and review all of the tools—both financial and otherwise—to empower them to achieve their vision."
CERTIFIED FINANCIAL PLANNER™ professional