237 Johns Street,
Please remember that all data reviewed is held under extreme confidence. It is pertinent that a financial advisor discuss the above items as well as your future goals before a recommendation can be made.
At this point, we will evaluate any gaps you have in your financial plan then we will work with you to develop a customized strategy to help you improve your plan. We will recommend services or products to help you fill those gaps or we will refer you to another resource.
This next phase is where we implement the strategy that was agreed upon by using a combination of products and services from cash to fixed income to equities or insurance products.
We will monitor your plan on a continuous basis and attempt to contact you when we feel that a change in your strategy should be considered. We will try to keep you abreast of any significant changes in investments, insurance and income taxes. We also have over 100 years of combined income tax experience so we are always looking for a way to help you save on taxes.
We recommend that you sit down with your advisor to review the progress of your financial strategy at least annually, but we are always ready to help you with any financial matter you may have in the interim and welcome additional meetings or phone calls at your request.