Broker Check

Service Meeting Details

Comprehensive Service Review

  • Review any material aspect of your financial situation, including goals, priorities, risk tolerance and health.
  • Review performance of all accounts under our management.
  • Discuss the stock market and economy as needed to support our email commentary.
  • Review all forms of debt, including mortgages, credit lines and credit cards.
  • Review the status and likelihood of reaching your stated goals.
  • Discuss upcoming events, such as tax law changes, that will impact your financial situation.
  • Review tax and estate planning strategies to verify they are accurate and up to date.
  • Review Life, Long Term Disability and Long Term Care insurance.
  • Discuss your feedback on the service you received from our firm during the past year.