When Should Clients Contact Us?

We will contact you, our clients, on a regular basis throughout the year to update you on important issues, review the key areas of your financial life, and discuss any changes to your situation. However, we want to hear from you any time there is a special event or situation that may require immediate attention. The following is a representative list of these situations:

Before Changing or Leaving a Job
In Anticipation of Receiving an Inheritance
Before Receiving a Distribution from a 401k or Pension Plan
When Considering Plans for Your Child's or Grandchild's Education
When Contemplating Starting, Buying, Selling, or Closing a Business
Before Buying, Selling, or Refinancing a House or Rental Property
When Contemplating Any Major New or Emergency Expenditure
During the Drafting or Updating of Wills, POAs, and Living Wills
Before Making Any Changes to Your Insurance Policies
When Making a Significant Charitable Contribution
When Giving or Receiving a Gift Over $13,000
Anytime Your Investment Time Horizon Changes
Whenever Your Family Situation Changes - Birth, Death, Illness, or Divorce
Approaching Retirement or Beginning to Receive Social Security Benefits
Whenever Any Major Event in Your Life Requires Assistance in Contemplating a Significant Decision
Any Time That You Need a Second Opinion or an Unbiased Listener