Service. It’s what we do. We serve our clients. We provide information. Good information. Knowledge. Insight. That sort of stuff. And we take care of needs and problems, including the mundane, routine tasks necessary to serve our clients well. As a rule Jayne and I are more or less always available to quickly assist our clients and provide good service.… Read more →
Month: July 2017
2nd Quarter 2017 Investment Reports Are Posted.
Preliminary second quarter investment management reports for clients of Financial Planning Associates, Inc. have now been posted in secure online client folders. Final reports will be posted when consumer price index information becomes available. Note: The calculation used to determine our clients’ returns is called the internal rate of return. It is cash flow specific and is net of all fees… Read more →