Broker Check

Client Deliverables


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

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