Process

The Preferred Client Group is Your Personal Financial Concierge developing comprehensive, and customized financial strategies specifically for your unique situation and objectives.

Our initial steps include defining your objectives, learning the roles and responsibilities of other advisors in your financial life and establishing our role and the areas we can assist you. Through an initial discovery process, we will gather all your pertinent data, analyze your information, determine how to meet your objectives from both quantitative and qualitative perspectives and create a financial strategy.

Implementation of your plan and working with your advisors is incorporated into our process to insure that you achieve your goals and efficiently and effectively build and protect your wealth. We continue to work with you as life’s changes and challenges present themselves, modifying your plan as needed and being your single source to manage the financial and economic aspects of your life.