Broker Check

FAQs

How often do you communicate with clients?

Communication frequency varies based on individual preferences and needs. We offer regular updates, portfolio reviews, and are available for additional consultations as needed.

Can you work with clients outside of [your location]? 

Yes, as a Registered Investment Advisor, we can work with clients across different locations. With advancements in technology, we offer virtual meetings and online platforms to provide efficient and accessible services.

Can I contribute to a Roth IRA?

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At What Age Do Required Minimum Distributions Start?

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What if I want to give to a charity? (QCD and DAF)

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