Our Holistic Approach

Joe Hagen, Irma Correa, and Michael Hemken

We employ a team approach to provide comprehensive service to you and your investment accounts.  This team approach provides the opportunity for a more thorough understanding of you and your priorities.  We seek to be a cost-efficient and tax-advantaged financial advisory service.  We take into consideration your unique circumstances and risk tolerance to design and support your customized plan.

We strive to be completely informed on your lifestyle, financial objectives, and past experience.  Our goal is to become well acquainted with you and your family and develop a long-term working relationship that fosters open communication, mutual trust, and respect.  This approach has been the cornerstone of our long-term success.

As your advocates, we are committed to placing your interests at the forefront of our practice.

PERIODIC REVIEW

We understand that individuals and financial markets change over time.  By intentionally checking in with you on a periodic basis to discuss changes in your life and revisiting your strategy, we seek to ensure that your plan continually remains consistent with your goals and life path.

We endeavor to meet as often as necessary to review investment performance, taxable events, and discuss possible changes in your life or goals.