Administrative Support
While clients and 401k plan participants have full access to staff at Schwab and ADP, we serve as a time-saving liaison. We remove all hassle setting up accounts, transferring assets, consolidating retirement plans, executing wires, donating stock and other worthwhile but sometimes arduous transactions. We guide estates and assist beneficiaries and heirs when those occasions arise.
Communications
After the end of each quarter, we write to each client to review the economic landscape and market details most pertinent to their assets under management. Click here to see the archive. 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. Building relationships, educating and learning are perhaps the most enjoyable aspects of our jobs.