While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
401k and IRA planning
Retirement Income Strategies
Fee Only Advisory Services
When you need advice or service – call us. We are here to serve you.
We conduct formal reviews of client accounts throughout the year. We are flexible for the timing of those meetings but wish at a minimum we have a review at least once a year, preferably each quarter.
As necessary, we will hold a formal conversation around a specific issue, such as buying a new home, changing jobs, obtaining or refinancing debt or settling an estate.
Upon request, we will establish a login and password for you to review your investment accounts online, which includes an archive of your statements for the trailing 24 months. Contact Ixy Beltran for more on Account View.
We consistently rely on email to keep our clients notified of important happenings in the stock market and economy; changes in tax, retirement or estate planning laws; or upcoming events and deadlines.
firstname.lastname@example.org | 619-462-3400