How much money do I need to start investing?
Currently you can invest with as little as $250.
Can I sign paperwork electronically and view all my account information online?
Yes, we offer all clients the ability to do business electronically if they prefer. Forms can be signed electronically through DocuSign and account balances and statements can be viewed online at any time.
Do I have to leave my money in the old 401(k) at my previous employer?
No, most plans allow you to rollover your 401(k) to your IRA or to a new employer retirement plan after you’ve terminated from employment.
Will a live person answer when I call your office?
Yes, Dora, Jayne & Jolene strive to answer calls as quickly and efficiently as they can. If we are all busy on other phone calls, you can leave a voicemail and we’ll respond as soon as we can.
How often will I meet with you?
We like to have review meetings with our clients at least annually, however we can meet more often or less often to accommodate specific client needs. Meetings can be held in-person at any one of our three office locations, in your home, over the phone or on a Zoom conference call.
Is there a charge for our initial meeting?
No, we believe it’s in your best interest to spend some time with us so we can get to know each other. The first meeting is an opportunity to hear about your goals and needs and for us to share how our team might help you. Only then can we decide if it makes sense to move forward and work together. Whether that’s an initial in-person meeting or phone call, there is no charge.