Our Process

 

Discovery

Our process is centered firmly around you, the client. We pride ourselves on being straightforward, transparent, consultative, and collaborative in nature.

 

New Client Questionnaire

Planning and Risk Tolerance

Simply put, risk tolerance is the level of risk an investor is willing to take. Our planning process will help you to control the things you can control and incorporate individualized strategies with guide rails to keep you on track to achieve your goals.

Our Promise

analysis strategy implement review discovery

903 N Main Street
Rochester, MI 48307

Office: (248) 641-3550
Fax: (248) 641-3555

cbastuba@ataspen.com
www.903NorthMain.com

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck