As our client you can expect to receive individual attention and support on an ongoing basis:
As the fiduciary responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.
We encourage our clients to create an investment plan prior to making investment decisions. We will help you to refine your dreams into actionable goals and create a strategy to pursue those goals as efficiently and effectively as possible.
A crucial part of any investment plan is to review your accounts on a regular basis. We are committed to meeting with you as often as you need to make sure your investment strategy is still working for you and to change what is not.
You will receive an account statement about two weeks after the end of each financial quarter. We will follow up with you at that time to see if you have any questions or concerns that need to be addressed.
We like to provide clients with the opportunity to learn more about a variety of financial topics, including the economic and political forces that affect the financial markets. You will receive monthly & quarterly email newsletters on those topics and may opt out at any time.
Oftentimes the best intentions go awry when beneficiary designations become outdated or obsolete. We will review your beneficiary information with you annually and recommend an estate attorney if needed.
To further my relationship with our clients, we offer educational seminars and client events. These activities allow us to get to know one another outside our regular office meetings and phone conversations.