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 Analysis (September 2008)
Conversation about... Portfolio Management & Bragg Philosophy
Conversation about... Funding College Education
Conversation about... Generation Skipping Within Estate Planning
Conversation about... Necessary Life Insurance Coverage
Conversation about... Long Term Care Insurance
Conversation about... Tax Management
Conversation about... Buying a Beach House
Conversation about... Medical Expenses (2007)
Conversation about... Discretionary Funds (2007)
Conversation about... Debt Crisis (January 2008)
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