Though clients have full access to the staff at the institution holding their assets, we can serve as a time-saving liaison. Clients ask us to execute wires, issue third party checks, transfer stock-shares to charities, and execute other worthwhile but sometimes arduous transactions. We remove all hassle when it comes to setting up accounts, transferring assets, and consolidating retirement plans. We guide estates and assist beneficiaries and heirs when those occasions arise.
After the end of each quarter we send each client a personalized letter to provide a picture of the economic landscape, pertinent market details, and perspective on performance. All the while, clients have 24/7 online access to their accounts, including real-time holdings, a history of all activity, and an archive of documents going back several years. Most important, we welcome all levels of contact with our clients. We hear from some annually, some weekly, others in between. Building relationships, educating and learning are perhaps the most attractive aspects of our jobs.
We provide counsel on any financial matter our clients wish to explore. We develop financial plans to model cash flows and assets in an unlimited array of scenarios to help clients plan and perhaps change behaviors in a beneficial way. We help clients determine the impact of retiring at different times, refinancing loans, and using tax advantaged accounts.
Briefly, we go above and beyond to improve and simplify the financial affairs of our clients.