Consultation and Implementation Service

• Education for the serious investor on investment strategy approaches and management choices available today for the purposes of building and preserving portfolio assets. Un-bias information on non-proprietary investment disciplines, allowing the investor to make appropriate and informed decisions
• Un-biased research providing information, guidance and insight helping clients to make informed financial, tax or estate decisions
• Collaboration and professional planning with client's CPA, Estate Planning Attorney or other advisors at no charge to client

Ongoing, Dependable, and Reliable Service

• Quarterly newsletter to keep you informed on important matters
• Monitoring of investment portfolio, at minimum quarterly
• Face-to-face or telephone review of accounts and objectives, annually or more frequently, if requested
• Recommendations on rebalancing accounts, if necessary, at year-end or annual review or when market
  economic situation may warrant it
• Recommendations on year-end tax planning strategies
• Handling of any and all financial transactions or account changes on behalf of client
• Access to no-charge counsel, as needed, covering a myriad of financial concerns
• Inter-generational advisory services available to families with seniors or adult children
• Investment trust management services

Beyond the Call of Duty

• Acts as a resource for addressing many financial & personal issues such as those pertaining to seniors,
  mortgage loans, 1031 exchanges, legacy planning, and more
• Offers access to a team of very carefully, interviewed and selected specialists who are available to collaborate
  on case work and address my client's needs. Specialists such as Estate Planning Attorneys, Geriatric Care Managers, Healthcare Specialists, Advanced Wealth & Estate Specialists, CPAs, Business Brokers, and Business Appraisers. These specialists are those who I feel best suits what I want for my clients: expertise, fee, service, location, and reliability.