What to Expect
What to Expect
The annual SummitView meeting is available for a flat fee, but the cost will be waived for all clients who have fee-based contracts with Touchstone Capital. Here's what we'll cover at the meeting:
- Changes to your personal financial situation or financial goals
- Investment performance
- Quarterly reports and investment strategy
- Assets, liabilities, and net worth
- Insurance and annuities
- Estate documents
- Review of your tax return
- Your retirement timeline
- Real estate investments
- Beneficiaries
- Automatic deposits or withdrawals
- Receiving and signing electronic documents