What's the best use of your time?
As a working professional starved for time and getting closer to retirement every day, the last thing you want to do is waste time with strategies that aren't right for you.
We use a lengthy and ongoing due diligence process to get you the right answers, and we apply them to clear modular steps, so that we can communicate and implement your plan within the time frame that works for you.
From searching out and designing solutions to communicating with you on an ongoing basis, we spend our time and focused energy so that you can save yours.
Click below to read our Case Studies:
Time Well Spent
A husband and wife had busy careers as investment professionals. Because they were experts at investing money, they were aware of two things: that they could trust us to balance their portfolio properly, and that they were spending so much of their time managing their clients’ wealth, that the details of their own were being overlooked.
They needed service that would coordinate the education savings for their children, their goals for retirement and their investment portfolio, without tying up much more of their time and energy.
We presented their ProModule™ Plan in set modules, consisting of specific action plans for their investments, savings and insurance. They could see right away how the plan would work for their family, career and retirement, and the individual steps that would get them there.
The couple was confident that their time was being spent on only those tasks directly related to their objectives, and on a plan that was taking them in the right direction.
Practice Makes Perfect
A medical doctor was running an incorporated practice that took up much of her time. She wanted to use what spare time she had to pursue her personal interests.
She had corporate and private wealth, specific taxation needs and a cash flow to maintain, among other financial considerations.
What she needed was a team with enough experience and range to take care of all the details of her finances while she ran her practice, so that she could travel and otherwise enjoy her down time.
We now oversee her wealth planning and management, and we bring to her attention anything we come across that is out of sync. For instance, we set her up with a new accountant and bookkeeper when we found that her existing accountant had been filing her tax returns improperly for several years.
"Having Darren as our advisor freed us from the financial details that simply took up too much time. Now we can spend those hours enjoying the lifestyle that our wealth continuously supports."
Retired Chief Information Officer