The Client Experience
Each quarter, we will review and update your financial situation, as well as implement any open items from the previous quarter.
These items may include such things as end-of-year tax planning, budget updates, tax preparation, or a review of options for open season benefits enrollment. In addition, we will conduct a client education session with topics that will rotate each quarter. The result is that over a two-year period, each client will receive consistent, broad-based education and application of his financial needs.