Client Service Experience

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 and tailored appropriately for your personal risk tolerance and financial stage of life.

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. Per your request, we will follow up with you to see if you have any questions or concerns that need to be addressed. You will have access to all your accounts online through our product provider’s website. In addition to our 4-6 calls annually, you have full access to our team and we guarantee contact within 24 hours.

Oftentimes the best intentions go awry when beneficiary designations become outdated or obsolete.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 ensure our clients’ assets are working in their best interest, we review your insurance policies to ensure they are still providing the coverage you need at the rates you deserve.

Having enough retirement income is a major concern for most Americans. We will create a retirement income strategy including evaluating your Social Security benefits in advance of your retirement. This projection will be reviewed annually nearing and in retirement. 

To further relationship with 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.