Maintaining your financial well-being is an ongoing process; your financial strategy will need fine-tuning over time.

Our responsibility

• Monitor progress of individual portfolios on a monthly cycle
• Stay current with financial news and events, and financial analysis by Raymond James, Barclay’s, Credit Suisse,  and Standard and Poor’s
• Be available during stock and bond market trading hours for questions, concerns and trading
• Contact clients as news fundamentally affects holdings
• Suggest changes or complementary investments when appropriate

Client participation

• Agree on minimum number of systematic voice contacts
• Participate in an annual portfolio review, and adjust plan as needed
• Rebalance asset allocation when needed
• Adjust plan according to life changes

Client responsibility

• Inform us of fundamental changes in your financial situation
• Uphold your commitment to our financial plan

After significant changes in your financial situation, it is important to understand that we may need to begin the process anew.