Conversations With Clients

The following section includes edited excerpts of actual email conversations with clients. These blurbs are not intended to be specific advice for your situation and they are not complete in many cases. We have included these excerpts on the website for prospective clients to get a perspective on how we communicate with clients regarding financial planning topics and portfolio management topics. We hope you find this useful.

  • Conversation about... Portfolio Management & Bragg Philosophy
  • Conversation about... Funding College Education
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  • Conversation about... Generation Skipping Within Estate Planning
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  • Conversation about... Necessary Life Insurance Coverage
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  • Conversation about... Long Term Care Insurance
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  • Conversation about... Tax Management
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  • Conversation about... Buying a Beach House
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  • Conversation about... Medical Expenses (2007)
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  • Conversation about... Discretionary Funds (2007)
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  • Conversation about... Debt Crisis (January 2008)
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    Bragg Financial Advisors, Inc. • 100 Queens Road • Charlotte, NC 28204 • T.704.377.0261 • F.704.334.9754
    Securities offered through Queens Road Securities, LLC, Member FINRA/SIPC
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