Advisory service is offered to manage your assets in order to obtain ongoing, in-depth advice and life planning. All aspects of the your financial affairs are reviewed, including those of your children. Realistic and measurable goals are set and objectives to reach your goals are defined. As your goals and objectives change over time, suggestions are made and implemented on an ongoing basis. The scope of work and fee for an Advisory Service Agreement is provided to you in writing prior to the start of our relationship.
Advisory Service includes: cash flow management; insurance review; investment management (including performance reporting); education planning; retirement planning; estate planning; and tax planning, as well as the implementation of recommendations within each area.