WE manage your financial Picture so that you can capture what's most important to your Life.
OUR Service Calendar is designED to serve every aspect of your financial life. don't see a topic that is important to you, worry nonetheless, we can adjust the calendar to incorporate Time and circumstances that are unique to you.
- January
- Semi-Annual Strategy & Planning Meeting
- Outside Asset Review
- Beneficiary Review
- Market Overview Correspondence
- February
- Tax Documents Forwarded to CPA
- Prior Year Expense Review
- Market Overview Correspondence
- March
- Insurance Review
- Education Funding Review
- Market Overview Correspondence
- April
- Client Appreciation Event
- Market Update Call
- Market Overview Correspondence
- MAY
- Business Review
- Concentrated Stock Review
- Alternate Investment Conversation
- Market Overview Correspondence
- JUNE
- Tax Return Review
- Investment Personality Review
- Market Overview Correspondence
- JULY
- Client Appreciation Event
- Market Update Call
- Outside Asset Review
- Market Overview Correspondence
- AUGUST
- Semi-Annual Strategy & Planning Meeting
- Market Overview Correspondence
- SEPTEMBER
- Employer Benefits/Health Insurance Review
- Market Overview Correspondence
- october
- Client Appreciation Event
- Market Update Call
- Required Minimum Distributions
- Market Overview Correspondence
- november
- Estate Plan Review
- Portfolio Re-balance
- Market Overview Correspondence
- december
- Year End Planning
- IRA Contributions
- Annual Gifting Conversation
- Tax Loss Harvesting
- Market Overview Correspondence