Financial Planning Our Thoughtful Approach to Diversified Investing Four Steps To Strategic Investing What to expect from your Advisor: Evaluation of where you are today and where you need to be to reach your goal. Frequent contact to evaluate the progress towards your goal. Awareness of the individual tax implications of investment decisions. Personal portfolio construction and management. Portfolio development based on Asset Allocation, Diversification, Rebalancing and a Long Term Strategy. Insight + Process = RESULTS Investment Committee An advisory team with collective experience exceeding 100 years in the investment industry. Have monthly meetings to re-evaluate model portfolios. Is focused on keeping current with market events & improving advisor education. Maintains strict criteria highlighting return in relationship to risk, internal cost and manager tenure.