Wealth Management Services
The firm uses Charles Schwab and Co. as its custodian.
We believe strongly in comprehensive financial planning. Prior to developing an investment plan, we believe that it’s critical to have a detailed understanding of each client’s financial situation. All financial plans include an analysis section and a section with written recommendations.
Areas Covered in the
Financial Planning Process
Income and Expense Planning
Social Security and Medicare Planning
Risk management and Insurance Planning
Our Investment Management Service Process
The advisor reviews your account(s) regularly as the market changes.
Clients receive confirmations from the custodian (Schwab) of all account transactions (buys, sells, deposits, withdrawals).
Clients receive a statement from Schwab for each account.
The firm sends out a portfolio statement, a market commentary, and any recommendations.
- Current Holdings
- Asset Allocation
- QRTLY Performance
- YTD Performance
- QRTLY Trade History
The advisor conducts in-person or phone reviews with clients as needed, and at least annually.