Many people have asked me to identify my services. Here are some of things that I provide which our clients have told me they value:

1. Evaluation of your current financial position.
   
2. Active participation with you to establish realistic financial objectives for: your investment portfolio.
   
3. Assist in the prioritization and implemeritation of your choices and decisions that are complementary to your long-term financial objectives.
   
4. Participate with your other advisors in creating an estate plan that is re.sponsive to the choices you have made for the benefit of your family and heirs.
   
5. Consistently maintain, and have available on a current basis, accurate
   
6. investment records for use by your income tax and estate tax advisors.
   
7. Encourage you, and other persons of your choice, to attend regularty scheduled meetings to insure meaningful communication concerning your portfolio and its continued progress in meeting your financial goals.
8. Invite you to periodic financial seminars where topics of current interest will be . discussed and, thereafter explanations of how these strategies. may benefit your portfolio
   
9. Be available to help you respond promptly and affectively to the unforeseen financial and economic events that from time to time intrude in all of lives.