Day: November 1, 2021

Serving Clients Above & Beyond

Subsequent to the passing of her husband, a client needed a new car. We helped her identify the vehicle and even went to the dealer with her and helped her negotiate a deal for trade-in.

Advising With Transparency

A client came to us having experienced other advisors who “blew smoke”. They both felt that we always tell them exactly what has happened, why it happened, and what we are going to do about it. The most salient example was the explanation we gave them regarding a poor decision an outside investment manager made …

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