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OUR SERVICES
In our experience dealing with clients for over 25 years, we find too often a focus only on their investment needs. Through analyzing their financial situations, we discover that they often neglect having adequate protection – for their legacies, for their property and even for their lives. To address these critical issues, we have developed a “blueprint” approach to financial planning. This approach ensures that our clients have a comprehensive, holistic financial strategy, with details in place to address all of the elements of their financial lives.
Our process begins with a comprehensive "get to know you" meeting, either by telephone or in person, during which we form a complete picture of your financial life. We discuss your needs, goals and risk tolerance to find out what is most important to you. In addition to our investment management and retirement planning services, we address your life insurance and estate planning needs.
Following the initial meeting, we provide you with a detailed, written strategic investment plan and full disclosure of all fees. Our individual portfolio recommendations are based on your risk tolerance and the size of your account. Portfolio recommendations may consist of no-load mutual funds (with and without a transaction fee), individual stocks, bonds, exchange traded funds and money market instruments.
If you decide to engage us, we will establish your account at Fidelity Institutional, a division of Fidelity Investments. Fidelity provides trade confirmations and monthly statements as well as year-end tax reporting that your accountant can summarize and attach to your income tax returns.
TABR manages various types of accounts, including individual and joint taxable accounts, trusts, foundations, and a range of retirement and profit-sharing accounts. We coordinate all account transfers and monthly wires or checks. We also provide you with comprehensive quarterly reporting by mail, as well as interim reports available through Fidelity.com. In addition, we publish a monthly email newsletter and a printed quarterly newsletter for our clients and associates.
Read more about the TABR Investment Process.
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