Build Your Wealth To Last
Over 50 years of growing and protecting our clients’ wealth has led to our Wealth Legacy Blueprint™. It is a comprehensive planning tool to secure your wealth today, grow it for tomorrow and ensure the succession to your future generations is done properly and to your satisfaction.
Our Process
Building your Wealth Legacy Blueprint™ follows a specific process we’ve titled G.E.A.R (Gather, Engineer, Action, Renew)
Gather
Think of this phase as Discovery. We spend time with you to understand your needs, goals, current situation and vision for the future. This stage involves gathering all necessary information to formulate a precise plan.
Engineer
Develop a strategic plan tailored to your objectives. This is where we plan for your Wealth Legacy Blueprint™ and it’s three pillars: Wealth Protection, Wealth Accumulation and Wealth Continuity. This stage involves deciding on the products, tools, and timelines that will be used in the implementation phase – Action.
Action
With your approval, we move to execute the agreed upon strategy with precision. This stage involves putting the plan into action and closely monitoring the process for any adjustments needed on-the-go.
Review
Assess the results of the implementation against the goals set in the Discovery phase. Optimize the strategy based on feedback and changing conditions to enhance effectiveness and efficiency. This phase is repeated on a cadence we agree to, together.
