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
> 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?