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Let Us Know

As we work alongside you to navigate the constantly evolving nature of the financial world, one aspect we give the utmost importance to is how best to serve every individual client.

The storied lives that each one of us carries are truly unique. So, what makes it possible for our team to serve you best? Whether you have a new email address or a change of heart in your current beneficiaries – please let us know! We want to know about the slightest updates to your estate plan, trust information, banking information, potential job changes, or even that new house you have your eye on. Sharing these updates will allow our team to collectively keep your financial process flowing toward a desired future. We pride ourselves on our all-encompassing approach and view our partnership as something greater: a friendship. We want to know what makes you, you!

Along with any potential financial changes, we find many straightforward aspects worth capturing in our check-in process upon arriving for an in-person meeting. Some of these pieces consist of keeping personal preferences up to date, right down to your favorite drink or restaurant. At the end of the day, we want each client to feel at ease with their specific process in place. When you have changes in your life that are important to you, they are also important to us. The more that we know about your journey, the better we will be able to serve you and your families along the way. As we meet or have conversations with you throughout the year, we will be sure to verify the current information we have on file for you as part of our check-in process. If you have personal changes or life updates that you need to share with us outside of regular meetings, please do not hesitate to give us a call!

Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. (C) Twenty Over Ten