Richard Jule - Our Approach

We care about your and your family by:

Always putting your best interest first. This is our fiduciary duty and one of our core values.
Asking questions to help you identify and articulate your needs and goals.
Working to alleviate those worries that keep you awake at night.
Providing full transparency about fees.
Customizing services to your needs and goals.
Offering, at a minimum, annual meetings to ensure your needs are being met and you are educated about your portfolio.
Acting as a sounding board for ideas being considered by you, or those important to you.
Being here to provide guidance during economic expansions, recessions, and challenging periods in the stock market.
Keeping you apprised of financial topics.
Providing the necessary services that allow you to grow, maintain, and bestow your wealth to the next generation.
Responding to voicemails within 24 hours.

Staying up to date on tax changes and minimization strategies..
Working with your tax and legal advisors to coordinate your complete financial picture.
Assisting with the development of your will, estate, retirement, and business succession plans.
Provide advice about any existing life insurance policies.
Assisting with charitable giving. This can include developing a personal foundation and/or providing expertise on the best methods to fund the causes you are passionate about..
Keeping you informed about the processes and financial topics relevant to your situation.
Educating your children and grandchildren about investments and financial concepts
Planning for the efficient transfer of your wealth to the next generation.
Providing referrals to, and liaising with, other professionals such as accountants, actuaries, lawyers, tax specialists, executors, and a power of attorney.