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Our Process


Growing and preserving wealth requires a highly sophisticated wealth strategy. Applying transparency, accountability, and trust principles, our planning and investment team follows a continuous process to envision your financial future: planning tax-efficient and tax-advantaged strategies, identifying tailored and exclusive solutions, and monitoring success.

JF Process Infographic

  1. DISCOVERY Explore the goals you want to achieve, and the milestone transitions you envision along the way. Gather relevant information, such as financial statements and legal documents.

  2. COLLABORATIVE RESULTS Explore strategic options and tax-efficient, tax-advantaged solutions for wealth optimization and build a customized plan for financial security, wealth preservation and distribution, risk management, and wealth accumulation based on your goals, risk tolerance, and proven wealth management principles.

  3. ASSURANCE Implement customized investment strategies to maximize wealth and meet goals across time horizon.

  4. STRATEGIC IMPLEMENTATION Implement and actively manage and monitor your plan and portfolio and adjust as your goals and position evolve.

“I really wanted the holistic approach because I didn't want to have to deal with 4 or 5 different people and I also think it's important for one person to have the full vision.”

- Erinn White, President Centron PR

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.