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
™ 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
