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Your Security Income Plan® (SIP)

Our proprietary process is designed to empower you to Build, Protect and Preserve assets for yourself, your family and future generations.

We begin our Security Income Planning® process with cash flow. We collect and review all your income and expenses, so you know where you are and where you are headed. Our analysis includes various scenarios to allow you to make the best decisions for you and your family.

Build GIF


We provide an easy to understand, organized and cohesive investment strategy designed to meet your specific goals and needs.


We review your personal and professional objectives to identify and secure the appropriate insurance needed to protect whom and what matter most to you.


Your assets are preserved according to your priorities for the benefit of future generations with an estate plan designed to maximize the most current tax laws.

You will be able to answer our Three Essential Questions with confidence:

  • If I live a long life, will I be able to continue living in the lifestyle to which I have grown accustomed?
  • If I had died last night, would my assets go to whom I want with tax efficiency?
  • If I become disabled, how do I want to be cared for and can I afford this level of care?

In addition, your financial life will be organized on your personalized  On-Line Wealth Management.

Your Security Income Plan® (SIP)



STEP 1 The Best Tomorrow Conversation
  • Immediate needs addressed
  • Your future goals and dreams identified
  • Core documents reviewed
60 Minute Meeting
STEP 2 What We Need from You
  • Completed onboarding form
  • Documents and statements
  • Signed fee agreement and payment
60 Minute Meeting
STEP 3 Review, Clarify and Organize
  • Confirm facts
  • Clarify priorities
  • Review recommendations
  • Draft SIP delivered
60 Minute Meeting
STEP 4 Design, Plan and Measure
  • Your cash flow scenarios
  • Observation and recommendations
    • Build: Investments
    • Protect: Insurance
    • Preserve: Estate Planning
  • "My SIP" personal website
1 to 3 / 60 Minute Meeting
STEP 5 Your Security Income Plan® (SIP)
  • Implementation and fulfillment
STEP 6 Maintenance/SIP Review
  • Review goals and dreams
  • Update cash flow
  • Build: Investment review
  • Protect: Insurance review and updates
  • Preserve: Document review and updates
60 Minute Meeting

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