Broker Check

619-567-4640

Services

Wealth Management Services

  • Portfolio Analysis
  • Investment Objective & Risk Tolerance Analysis
  • Retirement Needs Analysis
  • Tax Efficient Asset Management
  • Income Needs Analysis
  • Life and Long Term Care Insurance

Ongoing Portfolio Analysis & Service

  • Asset Allocation Design & Rebalancing
  • Quarterly Performance Reporting
  • Annual Performance & Diversification Analysis
  • Weekly Market Commentary & Economic Updates

Superior Service

  • Quarterly and annual account reviews
  • DocuSign - Paperwork and forms can be signed electronically through DocuSign's secure portal. Easy access saves time & paper.
  • Proactive communication - We reach out throughout the year to schedule review meetings with periodic check in call between.
  • Responsiveness- We pride ourselves on our response time with emails, messages, and calls returned promptly by our team.
  • Real-time access- 24 hour access to your accounts.
  • Market commentary - Weekly and quarterly updates
  • Secure messaging - Secure email system to keep your emails and data protected.
  • Monitoring - Your portfolio and account activity is monitored daily.