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Our Process

Our process is designed to enlighten you about your financial life and options and keep you on track with fluid and dynamic strategic planning.  We do this through financial planning with our proprietary Playbook Pro Method.

Our process focuses on 3 D's

Our process focuses on 3 D's

Discover

  • What do you want to accomplish?
  • What is essential to you?

Design

  • How will we get you there?
  • What services are the best fit for you?

Deploy

  • Financial and legacy planning
  • Product and risk assessment and fit
  • Ongoing continuous service
  • Building a lasting relationship

Have you met Andy?

Andy has a wealth of experience in the financial services industry.

Meet Andy

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