Committed Partnerships

Tailored to the specific needs of each client, we hold review meetings up to four times a year at our office or over the phone. This is outlined in a specific list of services we provide to each new relationship.

We also promise to serve our clients throughout many of life’s unique  milestones. Some significant events include change in employment, retirement, major health changes (physical/cognitive), the celebration of a new child or grandchild, sale of a home/transition to new home, death of a loved one, notification of inheritance, starting or selling a business, and/or major investment gain or loss.

 

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