A: Of course. Give me a call (480) 272-7116 to set up a time.
Our Company (Surevest)
A: Yes. More and more of our clients are out of state and we are perfectly comfortable working with you remotely. We use technology that lets us instantly and easily share our computer screen so we can both view the same documents as we speak. Many clients prefer these virtual meetings as they are both …View Article
A: We charge a small percentage of the assets we manage. Our fee typically ranges from 0.6% to 1.6% and includes financial & retirement planning, review meetings, investment management and related services.
A: All investment accounts are held at TD Ameritrade and clients have online access 24×7.
A: No one firm can be right for everybody, and we don’t expect every prospective client to be a perfect fit for us. Our typical clients tend to have 3 things in common: They find us or are referred to us when they are within 10 years of retirement. Typically, ages 55-70. They typically have …View Article
A: Yes! The word fiduciary means that we provide unbiased investment advice, free of conflicts of interest. We promise to always put our clients’ interests first. This is the standard of care that you would expect from your doctor, lawyer, accountant, or virtually any other professional.