Randy Booth - Service

Services

In the first 2 months, you will typically hear from me about 6-8 times.
In the first year, you will receive 3 personal reviews to monitor your results.
After wards, you will receive a minimum of 2 semi-annual personal reviews.
Between appointments, you have access to myself and my team via telephone, cell phone or email to answer any questions you may have.
Provide an Organizational Binder for all your important documents and statements.
Internet access is available to view your investment accounts on-line 24-7.
Seasonal Magazine publication called Solutions, filled with great stories and ideas.
Market update Client Letter provided twice a year.
Access to a library of many financial topics and life changing events.
Statements are mailed to you quarterly detailing current market values and all transactions within the period. (Monthly statements will be issued if a transaction occurs in your account in any particular month).
Trade confirmations are mailed within 10 days of each transaction.