Please be advised that:
- Your account statements from 2017 Q4 are now available in your client portal. Simply login to your client portal to access and/or download your statement.
- Valuations are due. The deadline for Fair Market Valuations is January 31, 2018. There is a $25.00 fee per quarter per asset that will be assessed starting March 1st 2018 for all assets that have not been updated. Please contact us if you need any paperwork or assistance for your valuation.
Please contact us via email firstname.lastname@example.org or call us at 407-367-3472 if you have any questions.
All the best for 2018!