Advice & Service Meetings

Advice or Service on Request
When you need advice or service – call us. We are here to serve you.

Formal Account Reviews
We conduct formal reviews of client accounts during the first and third quarter each year. The most comprehensive review occurs during the first quarter, and a follow up summary review occurs during the third quarter.

Q1 & Q3 Service Meetings

  • First quarter - Comprehensive Service Meeting
  • Third Quarter - Account Performance Review

Specific Issue Review
As necessary, we will hold a formal conversation around a specific issue, such as buying a new home, changing jobs, obtaining or refinancing debt or settling an estate.

Internet Access to Your Accounts & Statements 24/7
Upon request, we will establish a login and password for you to review your investment accounts online via our Cal Cap Portal, which includes an archive of your Cal Cap monthly statements. Contact Khrysten Baltazar for help setting up your Cal Cap Portal, or if you have trouble accessing your portal.

We consistently rely on email to keep our clients notified of important happenings in the stock market and economy; changes in tax, retirement or estate planning laws; or upcoming events and deadlines.