Services & Solutions
Great Service: How we do it
Based on our assessment of your long-term goals and risk tolerance, we will agree on a specific asset mix for your portfolio. This mix will be tailored to provide you with the financial growth you feel most comfortable with. Throughout our business relationship, we will do our best to keep you focused on the course we have chosen together.
MULTI-GENERATIONAL INVESTMENTS & RETIREMENT PLANNING
• An independent and experienced Advisor
• A personalized Financial Strategy based upon your goals, your risk tolerances and your investment timeline
ESTATE TAX RELIEF
We meet our clients at their home, their office or at our office. We don’t keep banker’s hours and we make ourselves available to our clients to suit their busy schedule
ASSET PROTECTION REVIEW
• Insurance (including Life, Critical Illness, Disability and Long Term Care)**
OTHER SERVICES
• Online access to your accounts
• Quick and easy contact and communication with your Advisor by telephone or email
