When you invest with us, we watch your money closely. Not just because you’re our client, but because we remember—it’s your money. Every penny of it. And you’ve worked hard for it. We never forget that we are stewards of not only your wealth, but of your trust. So we make sure that your plan is working for you.
If it needs adjusting because of a change in life circumstances, investment performance, tax laws, etc.,
you can be assured, we are on it. And we are also a good sounding board for all sorts of financial decisions.
We like helping people make smart decisions about their money.
STAY ON TRACK
Let’s face it. Life happens. Things change. You’ve heard it said, “The only constant in life is change.” Well, at Joslin we try to be one step ahead of change. While we can’t predict the future, we can be proactive and ask the right questions.
We ask questions, such as –
- Is your financial status keeping up with your goals?
- Is your investment portfolio still relevant?
- Are your estate planning documents current?
- Have tax law changes made your plan obsolete?
- Do you have adequate insurance coverage?
There is no such thing as “When all is said and done” at Joslin. Because we are never done. We are always working. For you.
When it comes to your wealth, you deserve a listening ear and undivided attention.
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Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.,
Member FINRA/SIPC and an SEC Registered Investment Advisor.