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At Ametrine Financial & Insurance Services, we assist our clients in identifying their personal, financial, and professional goals and objectives. We then design a strategy that incorporates estate planning, taxes, health care, social security, life insurance, disability insurance, business succession, investments, and real estate. We then put this plan in writing which we provide to you. We implement the strategies, monitor them, and then communicate the results of the plan in person. You have the opportunity to communicate with us on any changes in your life. During this process, we are available at any time to answer any financial questions you have via a simple email or phone call.

The process consists of six steps:

Step 1: Identify the Risk, Goals and Objectives of the client. We assist our clients in identifying their personal, financial, and professional goals and objectives.

Step 2: Design the Strategy. We then design a strategy that incorporates estate planning, taxes, health care, social security, life insurance, disability insurance, business succession, investments, and real estate.

Step 3: Put the Plan in Writing. We then present the plan to you. At this point, you will have three choices:

  1. Implement the plan
  2. Make adjustments; “This looks really good, but I forgot to mention this...”
  3. Decide that it isn’t right for you.

Step 4: Implement the Strategies. The implementation of the strategies involves establishing your portfolio and/or the protection programs you have selected.

Step 5: Monitor the Plan. We monitor the plan to make sure that the strategies are in line with your goals and objectives.

Step 6: Communication. We will communicate frequently during the calendar year, reviewing the plan to ensure it is still in line with your goals and objectives. We will meet once a year to discuss the plan and any changes in your life that may affect your goals and objectives.

For additional information, or to schedule an appointment, please call (800) 560-1988 or click here to contact us by email [email protected]