Determine that the thing can and shall be done, and then we shall find the way. –Abraham Lincoln
We have developed Concierge-Level Client Service that we believe to be
without equal in our industry.
Same-day call back
QUARTERLY PERFORMANCE REVIEW
We strive to have a quarterly performance review with all of our clients. Preferably in person, but it can also be completed via telephone or teleconference. We review the portfolio performance, return and risk expectation and compare that to the indices and benchmark.
Once a year we conduct a comprehensive financial planning review which includes reviewing the clients financial situation, goals, expectations, preferences as well as market and economical trends and fluctuations.
ANNUAL COMPREHENSIVE FINANCIAL REVIEW
Financial and Estate Plans are reviewed and financial plans are updated as needed
All plan documents, profiles, and data are reviewed and updated annually
Alternative actions from attorneys, accountants, or other financial providers may be illustrated in your plan
ANNUAL 'ACCOUNTANT READY' TAX PACKAGES
Investment advisory products implemented through our Wealth Management platform have 1099s which are prepared and compiled with a summary and details of any gains or losses taken during the year
Help reduce your– and your accountant’s– annual tax preparation workload
YEAR END CAPITAL GAINS TAX ADJUSTMENTS
We help you minimize your annual capital gains taxes—both within your portfolio and from other investments—by helping you reposition investments to realize necessary losses (if any) at the end of each year to offset any realized gains
REFERRALS TO OUR NETWORK OF PROFESSIONALS
Estate Planning Attorney
Alternative Investment Advisers
Employee Benefits Consultant
Credit & Lending Analysts
Exit Strategist For Closely Held Business