Client Deliverables
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 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.
- 1031 Exchange Investment Options-This is an investment tool used to swap out an investment property for another and defer capital gains or losses.
- Financial planning, educational planning, life insurance planning/risk management, long term care insurance planning
- Customized investment plan