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If you are in retirement you should be reviewing your plan AT LEAST every 18 months.
If you are getting ready to retire, then you should start planning AT LEAST 18 months ahead of the big day!
If you have a portfolio of $500,000 or more we like to offer you a complimentary financial review.
As a Client
We start the relationship building process through conversation and understanding what's important to you.
We work as a team with your tax, estate attorney and other financial professionals.
We will develop a goal based plan through conversation and understaning.
Present to you options that will accomplish your goals and then put the plan into action.
You will always have access to your investments and financial plan via your personal client portal.
We will continue to meet frequently while monitoring and adjusting your portfolio and plan in between our meeting.
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