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