We need to keep in touch to remain current with regard to your financial situation. However, we also understand that you have family, career, and other demands on your time. With this in mind we encourage you to contact us by phone or e-mail as often as you wish, as we work out how frequently we should communicate. Similarly, we will contact you as significant issues arise. Typically, clients receive a semi-annual review of their holdings.
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Robin Muir, CFP®, CLU®, CH.F.C.