Our Process
a. Short Term
b. Long Term
a. What investment strategies do you already have in place?
b. Understand your current financial position
a. Analyze current investment strategies and develop ways we can further assist
a. Meet and present strategies we have found
a. We start the process of working together and define expectations on how we can best support you
a. Weekly emails
b. Sustain superior Customer Service
c. Annual client reviews
d. Regular communication with our office