Our Process

Becoming a client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

Assante, through our association with United Financial, also offers high net worth clients the opportunity to take advantage of the Private Client Managed Portfolio program. The Private Client Wealth Plan provides the highest degree of risk management analysis, tax and financial strategies, and wealth and estate transfer planning available in the financial services industry.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consulation.

Our Steps


Module 1


First, we get to know you, your financial situation and your needs, By understanding your personal dreams and goals we can better understand how we may help you achieve them.

Module 2


We will conduct a thorough analysis of your current financial situation, drawing  on the expertise  of Assante's resources both locally and through Assante Wealth Management.

Module 3


We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address the challenges you and your family face today and in the future.

Module 4

Monitor and Review

We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment markets, tax laws and econmonic realities.