Page 113 - Mumme Booklet
P. 113
What You Can Expect From Us
as a Wealth Management Client
• Dynamic Financial Security Plan Customized to your goals and
Thought Leadership
and needs with regular updates
E-newsletters White Papers
Webcasts Seminars
• We work directly with you on an ongoing basis to help ensure
Brain Storming Solutions Specific to Your Needs and Goals
you stay on track with your financial goals and objectives
• Access to World-Class Insurance services and innovative financial
product solutions including Advisory and Brokerage
• Tactical and Strategic asset management and allocation including
tax loss harvesting, rebalancing, and tax diverse thinking
• Annual Financial Physical
• Proactive Approach, not Reactive
• Product Neutral
• 24/7 Online Account Access & Service (including mobile app
access)
• E-newsletter updates
• Encrypted Email communication process
• Ongoing Brain Storming and Thought Leadership
• Cross Referral Relationship
