We pride ourselves on providing a high quality customer service to our clients. Our process is a very hands-on experience where we discuss your vision of financial success, gather information about your current financial situation and develop recommendations appropriate for your specific situation. We then educate you about your iptions in implementing those recommendations and continue to monitor your progress through formal meetings.
We have invested in the tools to better serve our clients through education, technology and support. Our team is constantly obtaining additional credentials to make sure we are able to provide the best service for you to meet your financial goals. Technology is rapidly changing and we are on the cutting edge of the industry. We use a wealth management platform known as eMoney that allows us to transform the way we talk about planning goals with our clients.
The other part of our process that we utilize with our clients is called Leap Systems. LEAP® offers a unique model for managing personal finance that calculates every move. We use The Model for Financial Success™ to blend financial science and visual simplification with a philosophy of protection-savings-growth helping our clients achieve their financial potential.1
When we combine our love for helping and educating our clients about finances with eMoney and LEAP®, we are able to provide a powerful service to our clients that helps set them up to achieve their financial goals.
1 LEAP® and The Model for Financial Success™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. eMoney is unaffiliated with HTK, LEAP, and PML. Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to help find tax inefficiencies and aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.