What We Do
The core of what we do is to help reduce the anxiety that can often accompany investing and personal finances. We do this by working with you to create a customized plan that is understandable and comprehensive. You will feel empowered knowing that your finances are well organized, and you have professionals monitoring your progress.
Illuminate Financial Group members focus on four areas: financial planning, wealth management, risk management, and estate planning strategies. These services are integral to your personalized plan and require in-depth knowledge to be effective. Working with our team will provide you with the options to help ensure you are taking the right steps now and for years to come.
As life is ever-changing, having a financial roadmap is paramount. Our team follows the Illumination Process, a five-step system for financial planning. We’ll listen to your experiences, clarify your goals, educate you on your options, implement changes, and maintain your direction. The Illumination Process is not a one-time event. Instead, it is a process that allows us to have a dynamic plan that can adapt to changes in your life.
Your goals should not be impacted by market volatility. Wealth management focuses on being prepared regardless of whether financial markets are up or down. While we cannot guarantee against loss, we can make sure we are using the most current research and appropriate investments to provide the best opportunity to minimize loss and capitalize as markets recover. We focus on building portfolios that shine in both volatile and stable markets.
Start your Illumination Process today
We are here for you
There are risks in every part of life and, therefore, risks to your goals. Our risk management services include multiple types of insurance to help you plan for the unexpected. We can provide you with multiple options to consider as you think about the best way to protect your objectives.
We provide estate strategies and can work with your legal advisors to help ensure the legal documentation needed to make sure your family and loved ones know your wishes in the event of death or incapacitation are in place. We can help you with naming beneficiaries, and products to address long-term care planning, trust funding, and minimizing estate taxes.
WORK WITH OUR TEAM TODAY
We realize that talking about money, investments, and estates can be overwhelming. Our team of Financial Advisors is dedicated to helping you feel comfortable with the trusted relationship on this financial journey. Let us make things easier for you by providing a clear path for you to follow and helping you maintain your success by answering questions and analyzing your progress along the way.