A thorough approach to serving you well
Providing you and your family with the highest level of financial advice and guidance requires a disciplined approach. This is why we utilize a very structured and orderly nine-step process for becoming our client, establishing our professional relationship and serving you throughout the years. It involves an investment of time, but we believe you will find it is time well spent and that it significantly enriches the quality of our professional relationship by addressing every need, concern and detail of your financial life.
Nine steps to building a quality client-advisor relationship
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Your Introductory Meeting
An initial contact to make you aware of who we are and to see if there is any interest or need for learning more about us and what we can offer you.
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Your Discovery Meeting
Learning about you to determine if working together would make a good fit. We want to determine that we can be of service to you and that you are comfortable with us.
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Your Mutual Commitment Meeting
Once you have concluded that working together makes for a good fit, we enter into our client-advisor relationship with you.
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Your 45-Day Meeting
Once your investments have been transferred from previous accounts and you have received your first monthly statement, we guide you through it so you have a complete understanding of how to read and use it.
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Your Beneficiary Review
We ensure that the beneficiary information on your account documents are up to date and still reflect your wishes, and that all beneficiary forms are complete and accurate.
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Your Estate Planning Meeting
Your wishes to leave a legacy, provide for your family and support your favorite charitable causes are all addressed. We also ensure that your wills and trusts are in place.
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Your Insurance Planning Meeting
To help protect you and your family, we will consider your needs for safeguards such as life insurance and long-term care insurance.
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Your Periodic Reviews
Because markets fluctuate and changes in your personal life occur, we regularly review your account to help ensure that your investments remain on track.
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Your Comprehensive Annual Review
Once a year, every investment holding in your portfolio is assessed to measure its performance, potential and appropriateness to your objectives.
