917 Keith Lane
More than anything else, clients want to know what’s next for the financial markets. They want to know if they should be prepared for a big down day or if they are positioned to take advantage of a big up day. However, it is important to understand that emotions can influence investment decisions.
One of the most important things we bring to our clients is perspective – perspective on their personal finances, on their long-term investment goals, on the current financial markets, and we also integrate the “TAX” cost of financial decisions. Our clients want a better understanding of what their money should be doing and how they should be handling their financial affairs.