Our Process

Honesty. Transparency. Trust.  Our team is here to serve the needs of our clients with the highest integrity and commitment. 

With comprehensive financial planning and guidance, we strive to understand each family’s needs, goals and objectives to help navigate through life’s journey by developing, implementing and overseeing strategies that are unique to each client’s situation.

Define goals: What are your short-and long-term goals? Setting realistic goals, having a tangible plan, and monitoring your progress is key to achieving what you want out of life.

Gather and analyze data: We will gather and analyze your financial and non-financial data and use this information to define your risk profile.

Plan design and implementation: We will build an investment portfolio by selecting investment options (thousands of loaded and no-load mutual funds, ETF’s, Stocks, bonds, annuities and more) that best suit your needs. Pershing, LLC provides a simplified platform for investing and tracking your investment through our broker-dealer affiliation with Woodbury Financial Services.