Trusted Advisors To Individuals, Families, and Institutions Since 1992

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We're Ready to Help You With:

OUR PROCESS

What do you need and how can we help? Good financial guidance requires a team of experienced professionals that can help tackle every aspect of your finances. Tudor professionals come from a variety of backgrounds, experiences and training to help you along and provide solid advice for your financial life. Our professionals look at where you are and develop an approach to get you where you want to be.


Exclusive Services for You:

• Retirement Planning
• Financial Planning

• Investment Management
• Accumulation Phase Advice
• Estate and Tax Planning
• Risk Management: Life & Disability Insurance

• Long Term Care Insurance

• Medicare Supplements

1

Let’s find out where you are. We take a snapshot of your current situation and this gives us our starting point. In this step, we also want to identify your goals and individual financial personality and comfort levels. There is no cost to initially meet with us and to go through Step One.

2

Now that we know where you are, we come up with a game plan to move you incrementally to where you should be to achieve your lifetime financial goals. This requires an analysis of multiple options and occurs only after considering your unique financial personality.

3

Once we evaluate beneficial options and establish an ideal range of strategies, we communicate this to you for your review. If you come on board with selected recommendations and strategies, we take care of all the paperwork and initiate the process of putting strategies into place.

4

​​​​​​​And now you can watch and relax as you progressively reach each of your financial goals over time. You will have greater comfort knowing that we monitor and update your plan based upon changes in market conditions, the economy, and your evolving needs. We are also available for meetings and communications along the way and will communicate your progress.

Grant S Donaldson, CPA, MS​​​​​​​​​​​​​​

President, Financial Advisor​​​​​​​​​​​​​​

Financial Advisor

Financial Advisor

Operations Manager​​​​​​​

Melvin Brazie​​​​​​​

Financial Advisor: Assoc. to Christine​​​​​​​​​​​​​​

Investment Management Assistant

Financial Advisor

HAVE QUESTIONS?

PLEASE CALL OUR OFFICE

1 937 439 9292

Monday - Friday

9:00 am to 5:00 pm