How We Minimize “Surprises”

We pride ourselves on our capacity to work with a wide array of financial professionals to help our clients meet their goals.  But, the truth of the matter is, sometimes outside financial professionals fail to keep us in the loop throughout the year, leaving financial “surprises” and inefficient results.

As Stan Kagan explains, when clients utilize ALL of our services in-house, we are in a better position to keep your best interests at heart.  As small issues turn up, we are proactively speaking to each other – so your investments match your financial plan that match your tax situation.  We minimize those little “surprises” and that can make a big difference.