You and the success of your financial goals are our priority. We believe that part of our service to you is keeping you informed on your progress to achieving your goals. We strive to keep you abreast of our thoughts on the economy and the markets by providing a weekly e-mail and a quarterly market review along with a review of your portfolios. All of our clients have access to review their accounts at any time and additionally provide state of the art access to financial planning software. Periodic meetings allow us to review the progress you are making toward your long-term goals.