To assist you in staying on track with your Retirement Plan we will schedule an annual review to monitor your progress toward your retirement goals and to review or adjust your plan if necessary.

Our Review Process Includes:

  • We will provide a consolidated statement including performance reporting
  • We will review of your investment portfolio allocation and money managers and recommend any changes if necessary
  • We will continue to recommend tax savings strategies as necessary
  • We will review and up-date your retirement plan if necessary
  • We will be available for phone calls as well as meetings if necessary between your annual review meeting at no charge

We are committed to maintaining the highest standard of integrity and professionalism in our relationships.  We promise to understand your financial situation and strive to provide you with only the highest quality advice, services and investments to help you pursue your retirement goals.