INTRODUCTORY CONSULTATION

We have a conversation about you and your goals.  What is important to you and why?  How do you envision retirement through your eyes? Based on your answers to these and other personal answers to your personal plan, we then go to the next step...Strategic Planning.

STRATEGIC PLANNING

With years of experience, our staff has the capabilities to do extensive research and evaluation to come up with tailored solutions that infuse your goals and visions into your customized plan.  At ThomasCrown & Kenney, we combine our insights, experience and skills to transform your visions into reality.