We work as a team. So, when you come with us, we’ll all spend time getting to know you and listening to you. We record every move we make for you, including all our conversations, in a central client database that every member of your team can access. This way, anyone on your team can answer your questions and keep you up to speed. In addition, you will also have 24/7 access to your account activity through your own personal online portal.
Because we’re not committed to any particular companies or products, we tailor your plan to align with your exact needs. Initially, as we build your portfolio, we try to make only one or two big decisions a year. Once we get everything working as intended, we can move faster. Since your needs are ever evolving and the economy constantly changing, we’ll also keep on top of your tax planning, as well as your Medicare and social security. In other words, we consider every aspect of your financial health.