Key Access Services™ Offerings

Discovery Meeting – Understanding Your Vision

In our first meeting we’ll chat about what’s important to you and your vision for your financial future. This is the most important step of our process, which helps us map out a path towards your desired financial destination.

Other Services You Can Expect

  • Annual Client Meeting
  • Four diversified, professionally designed portfolios to choose from:
    • Basic
    • New World
    • Low Volatility
    • Global Model Portfolios
  • Tax-efficient strategies
  • Automatic rebalancing
  • Quarterly reporting delivered in convenient, electronic format
  • Direct billing
  • Periodic financial communication/education