3 Step Process
1) Assessment of your timeline, risk tolerance and financial needs, from now through retirement.
We work together to draft a blueprint-type plan, customized to your specific situation, and review it at least annually.
2) Assessment of your customer service expectations
Our plan includes an agreement that supports your specific needs and communication expectations, along with appropriate investment monitoring and management. We annually review for changing needs.
3) Assessment of your Fees
Our plan includes a complete review of all fees contained and a price/value evaluation. We annually review costs to maintain competitiveness.
To schedule an appointment now, visit:
https://go.oncehub.com/AdamKearns
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