It is necessary for any cohesive strategy to be reviewed often, so that minor adjustments can be made. This allows your plan to be flexible and appropriate to your present circumstances.

I prefer having at least biannual (2 per year) reviews with each of my clients, in addition to another pair of biannual conversations via either phone or video conference.

For remotely located clients, all of these meetings are held via video conference or voice call.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Jas.Advisors.Grp and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Privacy Policy

Powered by F.U.B.A.R., MRE's, and Coffee.

Close Menu