Prospective Clients

Why Choose Precision

It’s A Matter of Professional Trust

Selecting a financial adviser is not an easy decision. It’s a matter of commitment and trust … professional trust.

Typically, a person can tell within the first few minutes of meeting someone if that person is someone they want to work with. We truly believe this, and we would enjoy having that conversation with you.

The Approach We Take

2 minutes

What Makes Us Different

  • We work for you under a Client Objectives-Based Contract; in order of your priorities.
  • We take a team approach that includes a host of resources all focused to help ensure the most relevant information is available.
  • We encourage our clients to challenge our philosophies and performance.
  • We want to give our potential clients the opportunity to talk with our existing clients.
  • We enjoy working with our client’s other existing advisers and have developed tools specifically to facilitate that process for the benefit of our clients.
  • We encourage and help the communication process with the whole family or company as directed by our clients.

You may wonder what makes Precision Wealth Strategies different from other local or nationally known financial planning services.

Simply put, we pride ourselves in a tireless approach to being approachable. Understanding that for many, managing financial assets on any level is an intimidating and overwhelming prospect that too often impedes their ability to capitalize on critical financial growth opportunities.

We recognize that no two clients are the same, nor are their needs, challenges and financial aspirations. That’s why we collaborate and ensure unprecedented access to our entire team, to create a comfort level that builds trust and the most ideal environment for productivity.

Investment Philosophy

What is your investment philosophy based on all different times in the market?

Better yet, what is your advisors?

If working with another advisor, ask them. I’m more than happy to share ours. You want an advisor who has a philosophy you believe in as well.  

Click here to learn ours: Ask Darin

Where can you invest safe money yet still make a reasonable return?

Click here to: Ask Darin

Where can you invest money for strong returns yet more downside protection and lower volatility? 

Click here to: Ask Darin

  • Investment Planning
  • Retirement Planning
  • Business Succession Planning
  • Education Planning
  • Active Asset Management
  • Passive Asset Management
  • Annuities
  • Life Insurance
  • Disability
  • Long Term Care
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Health Insurance Supplements
The Precision Process

The Precision Process

4 minutes 30 seconds

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.

When your plans are complete, we will have accomplished much together. Your goals and objectives will be clear. The strategies employed to achieve your goals will be a reflection of what is important to you – to the realization of your planning ambitions. Beyond that, however, the planning we accomplish together will maintain a measure of flexibility. Some things, such as our principles, are quite immovable. Other circumstances in our lives may change from time to time; Life Happens. Because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must be monitored and adjusted to coincide with the changing circumstances of your life.

The Precision Process™ is a trademarked process involving the following steps:

  1. Answering: What is it that you think “We” do?
  2. Discovery: (your current situation) What were you trying to accomplish?
    • Document Review
    • Family Tree
    • Net Worth Statement (develop if needed)
    • Cash Flow
  3. Defining Objectives:
    • Personal Planning
    • Liquidity
    • Core Wealth (min. defined capital)
    • Risk
    • Tax
    • Business Succession
    • 4 Types of Wealth
  4. Review: Understanding Your Current Plan Today, If You Do Nothing
    • Lifetime Financial Confidence
    • How We Can Help
  5. Proposed Agreement
    • What is the Cost
  6. Prioritize Action Steps
  7. Implementation / Refinement
    • Objective-Based Action
    • Coordination of Other Team Members & Advisers
  8. Preparing Heirs – Bringing Your Family Up to Speed on Your Plan
  9. Looking Up and Down a Generation Meeting

Our Brand

Our Brand

2 minutes

We all journey through life on a mission of discovery. If done right, through a precise process, with some thought and the philosophies that we teach, it can be an explosion.