Plan Presentation and Implementation

We present and review a detailed written plan and planning recommendations are discussed in detail. Based upon the priorities you established, we prepare a plan of action for implementation of our recommendations. In many cases, your Investment Adviser Representative can work with you to complete your planning work. Where work is needed from outside advisors such as an attorney, accountant, or banker, we can coordinate our work with your current advisors or refer you to other professionals in these areas.