- About Us
- What We Do
- Account Access
- Contact Us
Handling Special Requests
We serve your financial life planning needs including, but not limited to, updating your Statement of Net Worth, wire transfers to banks and title companies, contacting transfer agents, coordinating meetings with other professionals, overnight express delivery of forms/checks, and determining the current market values of investment accounts.
Track Client Contact and All Correspondence
All contact is documented so we can reference the content, date, and time, and not have to "remember".
Follow-up on "To-Do" Items
Our lives get busy and good intentions get side-tracked, so we send you periodic reminders asking for the status on your "Things to Do" action items.
Set-up and Train Clients to Use Account Online Access
As technology makes it easier and faster to access data, we provide "How To" instructions for you to follow.
Establish Automatic Distribution Plans
When your salary ceases, your investment accounts are the source of your income. We set up automatic distributions from your portfolio accounts to your bank.
Monitoring Account Transfer Status
We ensure that the transfers of accounts go through smoothly and successfully.
Prefill Forms to Save Time and for Convenience
We know that you have a busy schedule, so we complete the forms you need to sign with the data we already have. Then you can simply review before signing.
Change of Address: Notify all interested Parties
We make sure all third party firms know your new address so that you have one less item on your To Do list.
Draft Letters of Instructions for Specific Requests
When specific letters needing technical jargon are required, we'll prepare them for your signature.
Establish Automatic Investment Plan
An easy way to create wealth is to set up an automatic monthly deposit from your bank account to one or more of your investment accounts. We set this up for you.
Obtaining Statements from Other Financial Institutions
There is a secure and electronic way to have your non-CJA accounts come to us so that we don't have to ask you for copies.
We have a notary on staff.
Education Savings Account
There are tax-free accounts that are designed to help you fund your child's college education.
We have a variety of reputable local businesspeople who provide various services you might need: attorneys, tax preparers, elder care givers, mortgage brokers, property appraisals, pet sitters, bookkeepers, therapists, etc.