Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.
- Matson Money Statements
Learn what those quarterly, colorful performance graphs & charts actually mean
- Schwab Statements
Will will also review the monthly statement from your Custodian Charles Schwab.
- TCA Statements
If you have a TCA account we will review the transaction statement in detail.
Held in the HFM Conference Room. Approx. 90 minutes.