We have worked hard to improve our client offerings and access to things that matter most. From 24/7 Account access via our single sign-on portal to informational audio/video content, it all lives here on our tech-forward website! Below I will highlight a few features that I think are important for clients.
Appointment Scheduling
Clients and prospects can now schedule meetings with either Mark or me on our homepage. This gives you direct access to our calendars for in-person, virtual, or phone meetings in 15,30, or 1-hour increments. Flexibility is at your fingertips!
Client Portal
24/7 investment account and financial plan access through our client portal, all in a single sign-on. This new portal allows you to change account beneficiaries, view tax forms, and statements, and even deposit checks or add money to your non-retirement accounts via remote deposit.
War Room
The War Room is where our blog content and visual media lives. From company/trending market news to educational macro/microeconomic concepts, we have something for everyone. Our goal is to be thought-provoking and educational yet provide easily digestible content. Sign up to receive the latest news straight to your inbox.
We look forward to becoming the thought leaders you turn to for quality market and economic news. Stay tuned for our new Lions & Bulls & Bears… Oh My! podcast, which will feature industry titans and leaders from across the spectrum of business.
Happy Thanksgiving!
—
Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that the strategies promoted will be successful.
Investing involves risk including loss of principal.
