Our Level 7 planning process allows us to focus on your values and not just the value of what you own. We do this by following a four part planning process.

PHASE ONE: DISCOVERY
The process of articulating both qualitative and quantitative goals and objectives.

PHASE TWO: STRATEGIZE
The process of reviewing various strategies to help accomplish your goals and objectives.

PHASE THREE: DESIGN
The process of assembling strategies and techniques to put a plan into action.

PHASE FOUR: CONSTRUCT
The process of final implementation and ongoing management for oversight of your plan.

By focusing on concepts at Level 7, the point at which each of the three areas intersect, we are able to create an optimal plan that maximizes your resources. Whether you are interested in a single planning event or a comprehensive plan, this process helps brings clarity and focus.

To download a complimentary copy click this icon to review our Discovery Survey which is a primary method of interacting with our clients.

To download a complimentary copy click this icon to review our The Pathfinder Guide: a handbook for elder-care planning.

Licensing
We are licensed to sell insurance in the following jurisdictions: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Michigan, Nevada, New Jersey, New York, Ohio, South Carolina, Virginia, Washington DC, Wisconsin. Kevin Clasen, CA Insurance License #0F96018; State of Domicile IN

We are registered to sell securities* in the following jurisdictions:  Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Ohio, Pennsylvania, South Carolina, Washington, Wisconsin 

Securities Disclosure
Scott W. Eckart, Kevin Clasen, and James C. Brocke are registered representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, Inc., member FINRA/SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. Telephone: 317-469-9999.

CRN201009-107647