Absolutely. For clients who wish to view their accounts, contact us to set up a portal. In the client portal, you can view reports such as your account values.
How frequently will you communicate with us?
We focus on delivering proactive and transparent communication to you weekly. We also send out annual or more frequent portfolio reports via Morningstar and market outlooks. You can also subscribe to other specific topics to stay up to date!
What licenses, certifications and/or credentials do you have?
Great question! Each of our team members has their series 7 securities license, life, and health licenses. Rita is an Investment Advisory Representative (IAR) and licensed in a number of states and she is also a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).