What You Can Expect?

  • In the first 2 months, you will typically hear from me about 6-8 times.
  • In the first year, you will receive 4, quarterly personal reviews to monitor your results.
  • After wards, you will receive a minimum of 2 semi-annual personal reviews.
  • Between appointments, you have access to myself of my team via telephone, cell phone or email to answer any questions you may have.
  • Provide an Organizational Binder for all your important documents and statements.
  • Internet access is available to view your investment accounts on-line 24-7.
    • Seasonal Magazine publication called Solutions, filled with great stories and ideas.
    • Market update Client Letter provided twice a year.
    • Access to a library of many financial topics and life changing events.
    • Statements are mailed to you quarterly detailing current market values and all transactions within the period. (Monthly statements will be issued if a transaction occurs in your account in any particular month).
    • Trade confirmations are mailed within 10 days of each transaction.



Estate Planning


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