What we do
- Manage your investment portfolio(s) in a manner that is consistent with your objectives.
- Base line retirement plan updated and modified as required.
- Tax reduction and planning.
- Income planning, including the preparation of an integrated income plan.
- Estate transfer strategies when appropriate.
- Tax-effective income strategies during the period of portfolio distribution (income).
- Meaningful quarterly meetings as required by either party, located where most convenient for you, if you are ill.
- Full time, long term relationship ensuring a "fit" that endures over the long term.
- Regular information/educational notes and sessions
- Mary Rourke,
Senior Investment Advisor,
HollisWealth Insurance Advisor , Hollis Insurance Inc.