Broker Check

The Four Levels

“The Level Four® Wealth Management mission is to optimize the financial strength of our clients.” –Jake Tomes, CEO

In order to implement this mission, we adhere to the “Four Levels” of client service.

Level One: Organize

Level Four® is committed to helping you with more than simply putting your assets in order, we also give you the comfort of knowing that it all can be accessed in one place. The secure and confidential storage of legal documents and other important items allows you to have a complete picture of your financial profile. Knowing where your assets and liabilities are allocated enables us to track your finances against your goals and helps us maximize our value to you. With technology that provides you with 24/7 access to your essential financial information and documents, you will know where you stand at any given moment.

Level Two: Create

Understanding your hopes and aspirations will help guide our planning and focus our advice as we prioritize your life’s objectives. Our process is a collaborative effort that establishes an understanding of where you are now, where you want to be and the steps it will take to increase the probability of getting there. A clear picture of your goals is what gives our plan direction and helps provide a benchmark for your progress. Through proper planning techniques and tools, we can give you a better idea of what the future might hold. At Level Four®, we partner with you on a journey to help you discover and work toward what is truly meaningful.

Level Three: Plan

In planning for a financial future, unknowns will occur. Having a plan for the “what ifs” in life can help safeguard you from obstacles that may impede your objectives. These outside factors may be in the form of tax law changes, health and welfare concerns, or economic market volatility. At Level Four®, we have the tools to illustrate how unpredictable future events could affect your ability to achieve your financial goals.

Level Four: Communicate

Maintaining a connection with you means more than just great service. Proactive communication means we attempt to address needs before they appear and to solve problems before they occur. To maximize our communication, we have developed our Proactive Services Menu which allows our clients to select the services most important to them. In addition, we will create a personalized Road Map that will serve as a visual guide of our entire plan throughout the years ahead. We believe our clients should have a clear understanding of our plan’s next objectives, upcoming meetings and the topics we will be discussing during those meetings.