Client Deliverables

WHAT YOU CAN EXPECT AS A CLIENT OF HAPPY FRANKLIN

As Part Of Our Ongoing Service & Educational Commitment

Each Client Is Offered The Following:

• Annual Financial Plan Update
   
• Annual Asset Protection Review-Identifies major threats to your financial plan and reviews alternatives and cost/benefit analysis.
   
• Weekly Market Update Emails-Contains market commentary, economic and company news, educational articles.
   
• Quarterly Phone Call Updates-To review changes in your goals and provide overall market review.
   
• Semi Annual In-Person Portfolio Review Meetings
   
• In depth discussion of markets. Includes written report of portfolio performance & balance, and review of statements for clarity as needed.
   
• Liaison To Your Other Professional Advisors-We coordinate all your financial affairs to help ensure everyone is moving in the right directions…your direction.
   
• Invitation To Client Educational Luncheons-Informative and fun, these meetings provide opportunity to discuss issues of importance in a group setting.
   
• Invitation To Client Appreciation Events-One of the ways we say “thank you”. Provides an opportunity to get together in a pleasant, relaxing environment and just have fun.
   
• Call Back Policy-Client service phone calls are usually returned same half day. Emergency calls are returned ASAP.