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.