Confidence & Trust
Wealth Management | Estate Planning | Financial Planning
Providing our clients with a dynamic wealth management plan and sound investment advice that aims to provide financial confidence as they pursue their goals, throughout and beyond their lives.
We believe that comprehensive financial advice and long-term strategies will help you pursue your goals more quickly than short-term risky investments
OUR SERVICES
OUR APPROACH
Trust is fundamental in the Healthy functioning of all our Relationships
Research consistently shows that trust is crucial to personal and collective prosperity. Communities and individuals that foster trust are more likely to experience financial success and stability. Trustworthiness fosters strong relationships, leading to better opportunities and a higher quality of life.
Success as a financial advisor hinges on the trust and confidence that clients place in our advice. Building trust is an ongoing effort and Darren Crow commits to making every effort to exceed your expectations.
If you decide to work with us. We will:
Be available to discuss your needs or concerns whenever they arise
Always follow-up with you promptly if we miss your call
Make sure you are comfortable with and completely understand all financial advice or guidance we provide
In order to help you Purchase your goals in all areas of your Financial life, we take a Comprehensive Approach
WEALTH ADVISORY PROCESS
Discovery
YOUR UNIQUE GOALS & OBJECTIVES
One of the most important components of any successful advisory relationships truly understands who you are as a person. With our discovery process, we focus on what is most important to you, both financially and personally. Together, we will define your definition of financial success and work with you to translate this into prioritized goals
Analysis
ANALYZE YOUR TOAL INVESTMENT AND WEALTH SITUATION
In order for us to thoroughly understand you situation, we will take a comprehensive inventory of your current financial position, including strengths as well as any gaps or improvements. We also analyze the effectiveness, composition and expenses of your existing profile. By analyzing specific items for action, we can make sure that your goals and financial situation are aligned.
Development
DEVELOP CUSTOM COMPREHENSIVE SOLUTIONS
Based on the analysis, we can develop a long-term wealth plan focused on getting you from where you are today and where you want to be in the future. Through this process, we will address any itemsthat need clarification and make alterations based on any additional information.
Implementation
IMPLEMENT PLAN WITH YOUR TEAM OF OTHER PROFESSIONALS
The next step is the implementation of your plan. In addition to creating your investment portfolio, we also work with a team of financial professionals to address all the non-investment action items we've identified. You will receive an Investment Policy Statement, which documents what we have agreed to and assigns responsibly and accountability.
Monitoring
MONITOR YOUR PLAN AND REVIEW REGULARLY
Your plan is never static. That is why we will make the discovery process part of our ongoing meetings so that your plan is always reflects your life. We will monitor your plan closely and provide you with clear and concise reporting. In addition, as financial markets rise and fall, your portfolio's exposure to stocks, bonds, cash and other investments will tend to fluctuate as well. Through periodic rebalancing, we will make sure your portfolio maintains its target allocation which helps control the level of risk in your portfolio and minimizes emotional decision making,
ANOTHER LOOK
Get a Second Opinion About Your Financial Plan
Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.
Schedule a meeting with us for a second opinion and here's what you'll get:
We'll spend most of the meeting discussing your needs and listening to your answers
We'll answer all your questions regarding our fees and the services we provide
We'll talk about your current investment strategy and make notes for our follow-up conversation
Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions. After the meeting we'll put together some information and ideas for strategies that are appropriate for what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.
REQUEST A NO-OBLIGATION CONSULTATION WITH US TODAY