Implementation of Strategies
Acting on the strategies is the next step on your path to meeting your retirement lifestyle goals. We help you prioritize and act on the strategies that we believe will enhance your odds of successfully meeting all of your goals.
Client On-Boarding
After becoming a client of Wealth Distribution Strategies, our client service continues.
Client Relationship Manager – We assign you a Client Relationship Manager to assist your financial advisor with all service aspects of your accounts. They are the first point of contact for any questions or service requests and scheduling of appointments.
Account Binder – We have developed an account binder to keep all of your account statements and other important financial information neat and organized. This can be a great tool for you, but also something to help your family find all of your important documents if something ever happened to you. We update this for you as your situation changes and help you determine which important documents to keep, so we ask you to bring your account binder with you to all of your review meetings.
Online Account Access – Working with your Client Relationship Manager, we help you register for online access to view your statements through TD Ameritrade AdvisorClient Access and your accounts, holdings, values, and performance through Morningstar.
Ongoing Reviews
As a client of Wealth Distribution Strategies, we will establish a regular periodic review schedule based on your situation. At these reviews, we will discuss the performance of your accounts, suggest changes to investment allocations, changes to your situation or goals, and any other strategies to enhance your situation. We also update your analysis regularly to ensure we are making progress towards our goals.
Client Events
Annually, we host several social events to enhance their relationship with Wealth Distribution Strategies, LLC. We also host several education events to provide opportunities to gain additional information on specific items related to your financial situation.
