facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Client Experience

Whether you‘re an individual or a business we’ve got you covered with our comprehensive quarterly review schedule.

Individual Calendar

JANFEBMAR


Q1


Tax Strategies for the year
Cash Flow
Family Meetings



APRMAYJUN


Q2


Investment Strategies
Funding Education
Balance Sheet Review



JULAUGSEP


Q3


Estate Plan Review
Insurance/Protection Planning



OCTNOVDEC


Q4


Advisor Meeting
Tax Planning
Investments




Business Calendar

JANFEBMAR


Q1


Cash Management
Debt Management
Financial Management
Risk Management 



APRMAYJUN


Q2


Estate Plan Review
Personal Account Structure and Investments  
Personal Insurance Review 



JULAUGSEP


Q3


Key employee compensation incentives
Review Retirement Benefits
Review Other Employees Incentive Options



OCTNOVDEC


Q4


Advisor Meeting
Minimize Business Tax Liability
Review Entity Type, Value Business and Cost Basis 





It's not hard to make decisions when you know what your values are.

-Roy Disney

Get Started 

Schedule a Call