Our Process

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there.

At our office, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group®, experienced professionals with disciplines in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Our 6 Step Process:

Step 1 - Clarify your concerns and objectives

Step 2 - Provide a clear analysis and projection of your personal and business financial information

Step 3 - Explore possible strategies to achieve your goals

Step 4 - Collaborate with your circle of professionals

Step 5 - Implement and follow up with your plan

Step 6 - Create a summary of your plan

Process Graphic

Calculators

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,266.76 +0.79
Dow Jones Transportation 11,517.75 +0.43
Dow Jones Utilities 738.58 -0.12
Nasdaq Composite 7,959.86 +0.81
Nasdaq 100 7,494.40 +0.80
NYSE Composite 13,091.99 +0.46
AMEX Composite 2,643.91 +1.35
PHLX Semiconductor Index 1,368.87 +0.84
OSX Oil Service Sector Index 141.17 +1.43

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