Consulting Process

Our consulting process begins with gaining an understanding of your needs, attitudes, and aspirations. We emphasize the need for a process to ensure we are not missing anything that might be important. Many people do not realize that a proper wealth management process goes far deeper than selecting a basket of investments. Our areas of expertise consist of:

  • In-depth portfolio analysis, recommendation, and management
  • Retirement planning consultation
  • Estate and inheritance preservation consultation
  • Charitable giving
  • Qualified plan consultation
  • Small to mid-size business planning
  • Risk management analysis and implementation
  • Income and Investment Tax Analysis
Certified Financial Planner certificate for Gerald Loftin

The list does not stop there. Our experience, insight and client-centered approach to service always stand at the ready. As our client, you will enjoy the rewards and distinct benefits of having your financial affairs managed by established, well-respected professionals.

“Financial Security” is an elusive goal and one which rarely remains constant as life takes its course. The idea of setting measurable short-term goals with the purpose of attaining longer-term goals can seem like a daunting task, but this does not have to be the case. The process of working toward financial security can be made easier and more enjoyable when you have the right resources to help you along the way. Along the path of working toward financial security, there will be many choices to make and devising a well-thought-out course of action with your financial advisor will be an essential part of this journey.

We believe whole-heartedly that we succeed only when you succeed – and we do our very best to ensure your success. With over 17 years of experience, this simple yet intimate approach has helped us guide our clients toward their goals and produced many rewarding relationships along the way.