No. 96 of 106 Things We Do For Clients
Recommend appropriate changes of direction in your portfolio.
We periodically review your retirement plan, tax planning, estate planning, named beneficiaries, how your assets are titled, and investments. When something changes in the economy or as a result of new legislation or rulings, we will suggest any appropriate modifications to your plans. Without this objective intercession, chances are you might not have initiated these critical changes.