4 – Ongoing Monitoring, Assessment and Service
Our job is to make sure that your plan stays relevant and your investment portfolio is accurate relative to the plan. Through frequent contact and review meetings we will keep you apprised of the progress of your plan and portfolio. As you and your family and/or business grow, life events occur or additional needs arise, we are here to help provide clarity, guidance and advice. We want you to make the best possible decisions in the clearest state of mind to ensure your welfare.