My goal is to:

Be proactive in contacting you when I believe upcoming changes may impact your investment portfolio.

Conduct periodic update discussions on your portfolio’s performance, detailing performance year-to-date and over the life of the relationship.

Bring in outside tax, legal, and other outside professionals when necessary.

Employ a simple and easy-to-understand fee structure – you have a right to know exactly what you are paying and how it is computed.

Provide an annual face-to-face review to discuss prior year results, changes in your needs or objectives, and my strategy and expectations for the coming year.