While Business investments may be a bit different than Personal investments, the collaborative process between you and your advisor is extremely similar. Both processes start with the same thing: listening. The following steps outline the topics that are typically discussed during the process of selecting a specific company plan.

1. Information Gathering- we'll discuss:
   1. Your Expectations
      1. What will make this meeting a success?
      2. Get the "must-answer" questions on the table.
   2. Your Demographic Information
      1. Number of Employees
      2. Ownership Structure
      3. Business Model
      4. Profile of Employees (Demographics, Salary Info, etc)
      5. Turnover, Administrative Issues
   3. Your Financial Information
      1. Profitability
      2. Matching preferences
   4. Your Goals / Priorities for the Plan
      1. Tax savings?
      2. Desire to save for retirement?
      3. Improving employee benefits?
2. Discuss the Financial Advisor's Role:
   1. Following the Market
   2. Ongoing Communication and Advice; Company Visits
   3. Executing Transactions
   4. Fee Structure
3. Discuss Potential Approaches / Products that fit your goals. Our Advisors have the practical experience, research capabilities, and educational tools necessary to guide you through your decision making process.
4. Establish Next Steps
   1. Next meeting
   2. Specific research and follow-up