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117 Things We Do for Our Clients - List in Progress

Updated: Jan 10

Click the link immediately following each item to read the full blog post.

Customer service agent

1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name. Click here


2. We help you become the visionary for your own life. Click here


3. We adopt a Fiduciary Standard in our relationship with you. Click here


4. We help you determine and manage the complexities of your IRA RMDs. Click here


5. We perform a detailed analysis and recommend when to start taking Social Security benefits. Click here


6. We guide you to think about areas of your financial life that you may not have considered. Click here


7. We ask questions to really understand your needs and objectives. Click here


8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you. Click here


9. We work with you to understand how much retirement income you can take from your investments without running out of money during your lifetime. Click here


10. We help you determine where you are at the present time. Click here


11. We guide you through difficult times in the stock market by sharing historical data and perspectives. Click here


12. We review and recommend life and other insurance policies to protect your family. Click here


13. We assist in preparing an estate plan for you. Click here


14. We help you choose the appropriate custodial accounts and 529 education savings plans. Click here


15. We stay up to date on changes in the investment world. Click here


16. We review your existing IRA's. Click here


17. We provide investment advice without the bias of any commissions or kickbacks. Click here

18. We help you pass on your vision and wealth. Click here


19. We monitor life and family changes. Click here


20. We help you prioritize your financial actions. Click here


21. We help educate you and your family in financial concepts. Click here


22. We help you formalize your goals and put them in writing. Click here

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