Everyone is assessed upon joining the group and assigned the best advisor to work with for their specific goals.
We then give you a clear breakdown and projection of your financial information.
We'll explore possible financial tools and strategies you can use to meet goals, coaching you along the way to go beyond your numbers.
The Dynamic Duo
Marcus and Phung compliment each other perfectly. While Marcus holds the visionary big-picture, Phung comes in with details and process. Where Marcus focuses on enjoying life after retirement, Phung focuses on getting you there. Together, the two work collaboratively to give each client a truly comprehensive plan for your financial future.
We're smarter than we look...wait, what?
We know we can't do it all. And by doing everything by ourselves, we rob our clients of opportunity.
That's why we have a big guy that can assist in our client process.
Osaic is one of the nation's largest providers of wealth management and supports us with the best technology, resources, and services allowing us to keep our focus on you.
Our process starts with an application which we'll review to determine if we're a mutual fit.
A consultative phase then begins with a 1:1 meeting with us.
Once we discuss your story, you are assigned a main financial advisor (either Marcus or Phung).
Your needs are reviewed and a fee is assessed based on those needs.
A financial plan is created and implementation strategies are discussed so we can help you meet your financial goals with confidence.
Marcus and Phung, along with our strategic alliances, continue to collaborate behind the scenes on your financial goals and support you across each finish line.
What we actually do
Financial planning services spanning each phase of life and beyond.