Jonathan Aires

1. Integrated Planning

• We help save clients time and money by putting all major planning elements under one roof:
• • Risk management
  • Wealth management
  • Tax-efficient strategies
  • Estate and legacy planning, and
  • Retirement income distribution planning
• We use a coordinated approach to ensure that planning elements are aligned and synergistic
• We don’t just create a plan that sits on a shelf, we guide clients through implementation as well

2.  Strategies

• We have access to Industry leading products and tax-efficient savings strategies
• Our award winning team is capable of tailoring plans for the most complex financial situations

3. Platinum Level Service

• Highly responsive
• Accurate and thorough
• Strong team oriented to exceeding expectations

4. Goal Focused Processes

• We develop a keen, personal understanding of each client's financial goals
• We tailor plans for each client as life changes course
• Regular reviews hold us accountable for achieving success as a team (Advisor & Client)

5. Relationship Focused Approach

• We view true understanding of our clients’ values, motivations, and sensitivities as critical to the planning process
• We are committed to earning our clients’ trust and confidence
• We are deeply motivated to help our clients to live lives free of financial stress and achieve their financial goals
• Achieving the highest level of client satisfaction is the only way we have grown