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