In this section, you'll find resources and information that will help as you prepare to meet with us. Whether you are a new client or an old friend, providing us with certain information will help us get to know you better. We also want to make sure you know what to expect from us.

Investment Review Meetings
We encourage clients to request in-person Investment Review Meetings on an annual or as needed basis. Although each meeting is unique, we generally provide and review the following:
  1. Financial Planning Illustrations (Retirement, Education, etc.)
  2. Morningstar Portfolio Snapshot
  3. Morningstar Stock Intersection Analysis
  4. Morningstar Investment Detail Report
  5. Advent Portfolio Appraisal
  6. Advent Portfolio Performance Data
  7. Direct Investment Statements
  8. Portfolio Rebalancing and Action Items


 
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This communication is strictly intended for individuals residing in the states of
CA,CT,DC,FL,MA,MD,ME,NC,NH,NJ,NY,OH,PA,RI,TX,VA,VT,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
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