We feel service is the key to keeping planning and investment management working as efficiently as possible and we’ve reached this point by refining our service platform over the last two decades. In doing so, we’ve created a level of comfort rarely found in most people's financial lives.
Based on your specific needs, you will receive scheduled calls, along with portfolio reviews, in-person meetings, and an investment plan update. This is our minimum commitment to you. Keep in mind that additional calls, meetings, plan updates, and more are always welcome.
By committing time to each client in advance, we are able to look deeper. These calls allow us to stay up-to-date on your ever changing situation and we're able to have intimate conversations about all the aspects of your financial and personal life when appropriate. We enjoy acting as a sounding board with our clients for many matters.
Think about how many times you've received an unannounced call from your “broker.” You may have been in a meeting, out to dinner, visiting with friends, at a child or grandchild’s event, on vacation, etc. It typically makes for a one-sided conversation. We’ve found that by dedicating time in advance to our clients, we give them the ability to set time aside to focus on one very important part of their lives. In turn, we believe our clients receive the benefit of a very consistent and comfortable relationship regarding their financial wellbeing.