In today’s ever-evolving, fast-paced world, the news changes in an instant. Continuous, open communication is vital. We provide honest, objective and easy-to-understand resources when and where it is convenient for you.
Client CallsWe believe in being available to you whenever you reach out to us. Phone calls rarely go to voicemail. We have a policy in our office to make sure you always reach one of our dedicated team and strive to respond to calls as soon as possible.Client VisitsIt is always a great thing when we can meet you face-to-face to discuss your accounts or other important life decisions. We understand – especially those in the airline industry – that this isn’t always possible. We will work around your busy schedule.Seminars and EventsWe conduct periodic educational seminars that focus on relevant market issues along with a wide range of investment and retirement topics. All are welcome to attend. We invite special guests to address specific topics in detail. We also host annual client appreciation events. If you would like to attend a future seminar or event, please click the link below to contact us.E-MailsEach Friday, we send a Market Update email summarizing the events of the week and year-to-date details of the market’s performance along with relevant articles for further reading and insight. Whenever there is important news that we feel will affect you or your family, you will find it in your inbox.Quarterly ReportsTo do our part to protect our environment, we no longer mail paper reports, but your account information is always available from your chosen custodian or upon request from our office.Twitter, Facebook and LinkedInWe invite you to follow us on Twitter, Facebook and LinkedIn to stay in the loop. Please click the links on this website to join the conversation.