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Our Services and Process

How We Work

Our firm specializes in helping individuals develop financial blueprints tailored to one's own unique circumstances. We offer personalized, hands-on service for every stage of life: from 529 plans for new investors to income strategies for our retired investors, we will create a plan just for you. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand there are many facets of concern when it comes to investing your money. We work with you to carefully create a plan to include your beliefs and goals by implementing an investment strategy designed to meet your specific needs. We do this through a five-step process to determine what services are needed in our relationship.

Step One: We establish and define our working relationship
Step Two: We gather information and goals from our client
Step Three: We analyze and evaluate our client's current financial status and create a customized analysis including a recommended portfolio and strategy to outline our client's goals
Step Four: Once agreed upon, we implement our recommendations
Step Five: We monitor and refine our plan while maintaining contact with you about your progress towards your goals.
As life tends to throw curve balls, your plan will continue to evolve with your current needs. We will revisit our plan as need (at least yearly) to ensure all your financial situations are being addressed.

We are able to offer a wide array of services and products that are listed below to help you achieve your goals.

* Alternative Investments

* Banking and Lending Solutions

*Corporate Retirement Consulting

* Education Planning

* Estate, Charitable Giving & Trust

* Financial Planning

* Fixed Income Solutions

* Investment Banking

* Investment Solutions

* Longevity Planning

* Portfolio Management

* Retirement Planning

* Risk Management

* Sustainable Investing

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"Appreciate the little things in life and enjoy them.  Some of the best things really are free.  Do not worry, less wrinkles are more becoming.  Forgive, it frees the soul. Take time for yourself-plan for longevity. Recognize the special people you've been blessed to know.  Live for today, enjoy the moment."

-Bonnie L. Mohr

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 630.593.7821