It's my goal to provide personalized service. Yes, it's an easy claim to make, but my practice is based on just that. I initiate quarterly reviews with all of my clients, which insures that you are informed with the progress of your accounts. It's vital too that I am informed with changes in your needs and changes in your life.
A financial plan is not a static thing. It needs to evolve with you. Aside from my many years of experience in the industry, it's the service that makes the ultimate difference. I take pride in providing that "white glove" service.