Always Knowing Where You Stand

We pride ourselves in keeping our clients informed

For each account we provide -

• Direct online access to your custodian Charles Schawb & Co., Inc. This allows you to view your account balances, transactions and holdings whenever you are ready. You also have a choice of electronically delivered statements and confirmations - or hard copies delivered by mail.
• 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 Schwab such as fixed annuities or limited partnerships.
• Quarterly hard copy summary statements. We mail these the old fashion way - just to make it a little easier for our clients.
• Semi annual phone calls. Paul Jeffrey will call at least every 6 months to update you on performance and any other issues regarding your wealth.

Additionally we are always available to answer your questions and to provide the service you deserve