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Our Process


We work comprehensively with our clients and their Wealth Management Plans.  We provide a holistic planning based approach through a defined disciplined process by identifying the key wealth management issues that our research shows are most important to our clients.  Through a team-based approach, we help each client anticipate the impact of these challenges early on, and put in place the proper resources to help them accomplish their goals. We are then able to draw on the resources of Cetera Advisors nationally, and Illuminate Financial Group locally, to provide highly customized strategies and solutions.  Best of all, our team is dedicated to the practice of personalized planning with our clients.

As we progress throughout our relationships, we are committed to exemplary service in all aspects of advising, including making sure our clients are aware of all the services that we offer.  We understand that you may face one or all of what we have identified as the 13 Wealth Management issues that our research has found to be most important for families.

The 13 Wealth Management Issues:

  • Investment Planning
  • Risk Management & Insurance Planning
  • Banking & Credit Management
  • Retirement Planning
  • Executive Compensation
  • Business Succession Planning
  • Planning for Incapacity
  • Education & Family Support
  • Charitable Giving
  • Titling & Beneficiary Designations
  • Executor & Trustee Selection
  • Distribution of Estate
  • Tax Planning


After gaining understanding regarding the challenges that directly pertain to our clients, we work to understand the gaps in planning, to prioritize and create customized solutions for the success of our clients.

Step 1

Identify Goals and Objectives

Step 2

Initiate Strategies and Solutions

Step 3

Monitor, Review, and Revise