Our Commitment to Service

Administrative Support

While clients and 401k plan participants have full access to staff at TD Ameritrade 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. 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.

Open-Ended Counsel

We provide counsel on any financial matter our clients wish to explore. We can develop comprehensive financial plans. More commonly, we thoroughly examine situations and topics presented by clients. We can show the impact of retiring at different times, the efficacy of paying off or refinancing loans, the impact of using tax advantaged accounts, the effects of altering portfolio asset allocations, and more. Topics like education funding, estate planning, and assuring a marvelous retirement are handled thoroughly and concisely. We do not write tomes; we provide clear actionable direction.

Briefly, we aspire to improve and simplify the financial affairs of our clients.