Ongoing Advice and Guidance

The planning process doesn’t end when your initial plan is finished. Since you can expect your retirement to last 30 to 40 years, it’s important that we meet throughout the course of time to update your plan and keep you apprised of changes in the markets, tax law and changes in planning paradigms.

We also want to know what things are happening in your life. You can expect anywhere from 1 to 4 or more meetings a year AFTER your plan is complete.

In addition, we provide educational newsletters and client seminars and fun events throughout the year.  Since we are tax professionals, we can even plan and prepare your tax returns.

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