Why Us An Objective Approach To Problem SolvingCritical to my "needs-based" approach is my ability and commitment to listening and asking the right questions. I get to know my clients and to understand what is truly important to them. My goal is to help you to achieve your goals. To that end, I use a four step process to help you solve your financial problems:AnalyzeBefore I recommend any product and/or service, I ask questions and get a clear understanding of your circumstances and financial objectives. I then analyze your insurance and investment* portfolios to identify any gaps that may exist.RecommendI will provide you with suggestions to fill in the gaps or to help you reach your objectives more efficiently.ImplementIf my recommendations make sense to you, I will work with you to implement them and help you obtain the required products and services.ReviewBecause your financial situation is bound to change, I will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.