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Client Service Experience

As our client you can expect to receive individual attention and support on an ongoing basis:

Investment Management
As the fiduciary responsible for providing financial advice, 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.

Comprehensive Financial Planning
We encourage our clients to create a financial plan prior to making investment decisions. Together, we will refine your dreams into actionable goals and create a strategy to pursue those goals as efficiently and effectively as possible. We will do this by developing and implementing an Investment Policy Statement. We will review this together on an annual basis.

Annual, Semi-Annual, or Quarterly Financial Reviews
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.

Quarterly Phone Contact
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.

Monthly Financial Newsletters; Quarterly Market Reviews
We like to provide our clients with the opportunity to learn more about a variety of financial topics, including the economic and political forces that affect the financial markets. We believe the more we are educated and understand our investments, the more adequately prepared we are to make practical and educated decisions about our financial future. You will receive monthly & quarterly email newsletters on those topics and may opt out at any time.

Beneficiaries Reviewed Annually
Oftentimes the best intentions go awry when beneficiary designations become outdated or obsolete.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.

Educational Workshops & Client Events
To further our relationship with our clients, we offer educational workshops and client events. These activities allow us to get to know one another outside of our regular office meetings and phone conversations.

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