Like in any family, communication is key
We want to learn about you, your family, and your dreams
When putting together a financial plan for our clients, listening is the most important component. The better we get to know you, the more we can customize a plan for success as it is defined by you.
We take great pride in sharing up-to-date information about the market and economy with our clients.
In that regard, we host a quarterly call with our teammates from Advisors Capital Management. We are joined on these live video calls by Dr. JoAnne Feeney and Dr. Chuck Lieberman who are titans of the industry. Drs. Feeney and Lieberman offer real-time information that is a game changer for Maverick clients.