Once a plan is implemented, we constantly monitor! This is through:
Routine Review Meetings
- We review and revisit the original plan
- The Advisor and the client monitor progress toward the client’s goals and objectives
- We make notes of any material changes or life events
Regular Market Update Socials with Guest Industry Professionals
Topics include subjects such as:
- Updates on the Economy/markets
- Social Security
- Medicare
- Cyber Security
Our goal is to always be in front of our clients.
All investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.
