How will you keep me informed about market conditions or other issues that might affect my financial situation?
You and your financial planner will establish a relationship and decide together how and when you would like to receive information and updates. We continuously monitor economic indicators, market performance and changes in tax and estate laws. We analyze and interpret these factors for you. We let you know what they mean for you – and recommend changes in strategy when needed.
All clients also have access to a client portal via their desktop computer or mobile device so that they can stay in touch with how their portfolios are performing.