Services Available to Investment Advisory Clients

• Periodic portfolio reports with personal review
• Portfolio performance calculations with benchmark comparison
• Asset allocation and rebalancing
• Aggregation of accounts
• Investment selection and monitoring
• Creation of an Investment Policy Statement (IPS)
• Access to FinHub client portal
• Annual meeting (Additional meetings as requested)
• Tax planning, including year-end tax review
• Retirement planning and projection
• Estate planning
• Education planning
• Insurance review and recommendations
• Financial advice for children of clients
• Available for help with other personal financial areas such as:
  -Auto financing
  -Mortgage financing and refinancing
  -Personal budgeting
  -Retirement community selection