Sure. Technology can be a wonderful thing.
Do you know someone who could use a great financial advisor? Maybe it’s someone you care about, but lives ‘far, far away’ – like Albuquerque or Wisconsin Dells or Pittsburgh! Would you want to refer this person to an unknown advisor in a distant land or a trusted advisor you already know and love? Well technology makes all that both possible and quite easy.
Our More than Money advisors can conduct ‘face-to-face’ meetings with clients wherever they may be with Zoom, Skype, Go to Meeting and video cameras and big, flat screen TVs – you get the idea. Personal websites can be used to many financial management advantages. On-line access is available for nearly all investment platforms. Secure emailcan be used to send and receive information and reports. Heck we even know how to use telephones.
Don’t let miles stand in the way. Allow electrons to flow with good ideas and wise counsel for those you care about who just happen to live far, far away. Contact any of our advisors to explore how we may serve you family and friends.
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