Our process

At Definitive Financial, we are deeply invested in your business planning objectives. Whether you are looking to review your company’s benefits offerings, fund a retirement plan, purchase life insurance for personal or business needs, understand the value of your business, or all of the above, we will help guide you through a process that makes your decisions and next steps easy and clear.

 
Definitive Financial Process
 
Definitive Financial Process

Conversation first

Every conversation begins with an understanding of why you have endeavored to build a successful business and what you are hoping to achieve from it.  Our recommendations are customized with these objectives in mind. Every solution we recommend revolves around your personal and business objectives.  By taking the time to identify what is important to you, we can help protect what matters most.