About Our Relationships

​Our goal is to work with clients​:

​
 > Who are thoughtful and involved. (You will get a quarterly newsletter

    which we strongly encourage you to read.)

 > Who treat our staff with respect.
 > Who enjoy their time with us.
 > Who tell us their communication preferences (method and frequency.)
 > Who attend an annual investment review. (We promise to make it

    interesting.)
 > Who have integrity in what they ask of us.
 
Six questions to ask yourself​:​
​

 > How long would my money last if I stopped working and had

    to maintain my current lifestyle from savings?
 > How many years will I likely live in retirement?
 > What is the approximate spending rate from my retirement portfolio?
 > What is the proper mix of stocks and bonds in my portfolio?
 > How important is it to me to leave a financial legacy?
 > Is my retirement plan sustainable?​