Broker Check

Our Process

In the initial meetings, we must determine what is important to you.

Our association with Vanderbilt Securities and their relationship with National Financial Services, LLC. A wholly-owned subsidiary of Fidelity gives us access to an extensive team of specialists. We then provide recommendations and work towards implementing a financial plan tailor-made for you.

We should review your financial plan at least annually to make sure you are on track and that your goals are being met.