Communications

Committed, Constant, Educational

You expect your financial planning and wealth management firm to communicate with you constantly. After al,l it is your money and it's your life. You probably have enough anxiety in your life. We believe knowledge takes away anxiety. That's why we communicate constantly with our clients, giving them the knowledge they need.

Last year alone, we sent 74 different forms of communications to our clients. That doesn't include phone calls and face to face meetings.

We are frustrated educators and we place a priority on educating our clients. We communicate in various ways:

• Phone Calls
• Portfolio Reviews and Updates
• In Person Appointments
• Financial Blueprint Reviews
• Greg's Letter (hard copy)
• Greg's eLetter (email)
• Financial Insights eNewsletter (email)
• Financial Insights Blog
• Facebook - "fi-Plan Partners"
• Twitter - "FinancialNsites"
• Greg's Money Facts (email)
• Newsletter (hard copy)

 

Subscribe below to begin recieving our Financial Insights eNewsletter or email us your information (click here) to recieve our communications by regular mail.