Always Knowing Where You Stand
We pride ourselves in keeping our clients informed
For each account we provide -
- Direct online access to your custodian TD Ameritrade. This allows you to view your account balances, transactions and holdings whenever you are ready. You also have a choice of hard copy statements and confirmations or email notifications that a download is available.
- A secure client site where you have your own login. Here we store copies of your important documents, updates and summaries for your easy access. This site also includes a summary of your combined holdings which is updated daily. We also include assets held outside of TD Ameritrade such as fixed annuities or limited partnerships.
- Semi-annual hard copy summary statements. We mail these the old fashion way - just to make it a little easier for our clients.
- Quarterly phone calls. Paul Jeffrey will call at least quarterly to update you on performance and any other issues regarding you wealth.
Additionally we are always available to answer your questions and to provide the service you deserve