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Available Value-Added Client Service Platform
Available Value-Added Client Service Platform
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that , you’ll do things differently.” Warren Buffet
- Reviews:
- Quarterly
- Semi-Annually
- Annually
- Individual manager and overall investment performance are measured and compared to both the indexes and the goals of your plan.
- Financial Plans are reviewed and updated as needed
- Insurance and Long Term Care needs reviewed
- Meet with attorneys and CPSs as needed, recommendations from attorneys, accountants or other financial providers can be incorporated into your plan.
- Contact:
- Monthly –If desired or needed
- Quarterly – minimum
- Semi-Annually
- Annually—review prior year
- Tools To Keep You Informed and Organized
- New Client Statement Review Call
- Weekly Quick Financial Blast E-Mail
- Monthly E-mail Blast
- Annual Service Survey
- Annual Tax Reporting Package
- Cash And Banking Services
- Online Account Access
- Checks/Debit Cards
- Automatic Funds Transfers
- Direct Deposit
- Fed Wires
- Services Offered
- Financial Planning
- Personal & Family Trust Services*
- Alternative Investments
- Estate Planning Strategies
- Investment Banking
- Fixed Income
- Comprehensive Research
- Business Owner Exit Strategies
- Institutional Money Managers
- Mutual Funds
- IRA Accounts
- Individual Stock Investing
- ETF’s
- UIT’s
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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