
The P-47 Process
PERSONALIZED STRATEGIES FOR YOUR LIFE'S JOURNEY
The P-47 Process is rooted in family heritage, relentless focus and a commitment to continuous improvement to deliver meaningful, lasting results.
Inspired by Phillip G. Trueblood’s grandfather—a decorated World War II fighter pilot who flew 57 combat missions in the legendary P-47 Thunderbolt earning the Distinguished Flying Cross and an Air Medal with 12 oak leaf clusters. The P-47 Process takes its name from an aircraft known for strength, reliability and adaptability.
Through his research into the aircraft, Phil discovered that a key engineering advancement, the Hamilton Standard “paddle blade” propeller transformed the P-47 from a heavy, slower aircraft into a far more effective fighting machine. This innovation allowed it to overcome the German altitude advantage and helped shift the balance of air power over Europe.
The same philosophy drives our work today. The P-47 Process reflects decades of refinement and an unwavering pursuit to elevate every aspect of our clients’ experience. We are committed to digging deeper, going further, and never settling until we arrive at the best possible solution for our clients’ needs.

UNDERSTAND
We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
DESIGN
We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
IMPLEMENT
Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
MANAGE
We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.


