Concierge Level Service
While it may be enough to provide you with a comprehensive integrated investment plan, we feel the need to go one step further. For our clients enrolled in our investment advisory services we have developed a Concierge Level Service that we believe is unique in our industry. Once we implement your plan, we'll meet to review it on a regular basis to make sure you are still on track to meet you goals. This review will include an annual comprehensive financial review, quarterly performance review, online access, newsletter, client appreciation events, accountant-ready tax documents and much more.