Our Process &#38;<br/>Services

Our Process &
Services

Strategies Customized for You

Explore solutions that are tailored to your specific needs.

The financial plan we create for you will be a living document that evolves and responds to ever-changing events, such as shifting markets, job changes, and new opportunities. We continuously monitor and adjust your plan as required to address your evolving needs.

Our Process

We start with the end. To ensure that your financial plan aligns with your objectives, we start with your end goals and work backwards. By understanding your priorities, we can establish your financial objectives with our five-step process.

Our Process

Determine Your Goals and Timeline

Our History

Tailor a Tax-Smart Investing Strategy

Our Values

Implement Across Your Portfolio

Our Process

Monitor and Rebalance

Our History

Adjust Based on Changing Goals

Wealth Management

Wealth Management

Manage and protect your wealth.

No matter where you are in your financial journey, we can help you understand the important steps to take to create and manage your personalized wealth plan.

  • Mutual Funds
  • College 529 Plans
  • Investment Portfolio Analysis
  • Actively Managed Accounts

Financial Planning

We create a comprehensive roadmap to help provide financial security for you and your family. We translate your personal priorities into goals such as funding retirement, purchasing real estate, meeting education expenses, supporting charitable causes, and transferring wealth. Then, we create and implement a plan to help you pursue your goals.

  • Retirement Planning
  • Rollovers
  • IRAs
  • SEPs
  • SIMPLEs
  • 401(k) Plans
  • College Planning
  • Tax Reduction Strategies
  • Cash Flow Analysis
Insurance Planning

Insurance Planning

Help minimize threats to your wealth.

We seek to help protect your overall financial plan, your way of life, and your ability to pursue your goals even when the unexpected happens. We’ll tailor your plan to help minimize any threats to your assets.

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Variable Annuities

Tax Preparation

Without proper tax planning, taxes can drain your investments. A CPA by trade and CERTIFIED FINANCIAL PLANNERTM professional, Melony Harris brings you the benefits of her specialized knowledge in tax planning. She is focused on after-tax returns and is always mindful of the tax implications around your financial plan. Together, we will craft strategies that best serve your needs and help you avoid expensive tax surprises down the road.

Our Process

Tax Planning &
Consulting

Our History

Electronic Filing

See How High You Can Soar

Gain the confidence that comes with knowing that the protection of your assets and the management of your portfolio are designed to help secure the financial future you envision.

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