Services We Provide

• A thoughtful assessment of your financial situation
• A portfolio specifically designed to meet your personal goals
• Day-to-day management of your account
• Detailed reporting for you and your accountant
• Regular meetings to review portfolios, evaluate investment results and discuss any changes in your situation that would affect your investment plan
• A fee that is based on the portfolio value, not commissions
• Access to your account at Charles Schwab online at any time