Working With Us

It is vital to your financial success that we meet to review your portfolio, assess any changes in your circumstances, and keep you informed of any issues that may affect your financial future.  In addition, we will schedule face to face or telephone review meetings during the year.  In our opinion, your investment plan is the key to reaching your goals. 

You can expect check in telephone calls from our office during the year.  Even if no changes are necessary, we aim to touch base with you.

We believe education is the key to success.  We provide education on relevant financial issues through emails and newsletters that focus on a variety of topics thoughtfully written in an easy to understand format for our clients. When appropriate, we will point you to articles which may be of interest to you.  

You should always feel free to contact us any time.  We strive for any call made to our office before 3:00 p.m. will be returned by your advisor or someone on the team, on the same day.  Calls made after 3:00 p.m., in some instances, may be returned the following business day.

While we strive to perform error free, we will try to resolve any discrepancies within three business days, or you will be provided with a status update within that time.