255 Queens Ave.
|We start by listening, and asking a lot of questions. This allows us to better understand your specific needs and goals and helps us to formulate a plan that is unique to you and your family.
This process continues on an ongoing basis, as needs and circumstances can and will change over time. Keeping open and active communication with our clients helps us to keep current on your situation and enables us to make necessary changes to your overall plan.
Here is an illustration of our process