We factor in the uncertainty of returns. If you're using a market average of 10 percent returns for your planning, that means a 50 percent chance that your strategy will fail. It's like flipping a coin. Windsor Asset Management will help you reduce the guesswork. Good client communications.
Several email updates a month.
RealVideo presentations on the way. Quarterly performance reports. Your money will always be safe there, and you can instantly see your Schwab account on the Web whenever you want. Schwab, of course, is the leading discount broker. Small-firm service and the attention you deserve.