Client Portal

Charles Schwab

GoldRush
Yield Fund

We're here to help!

We have an open-door policy and it is important to discuss your situation at least once a year to keep things on track. As an on-going effort to ensure excellent customer service and communication, please review the descriptions of how we can best assist you below. We offer, phone, zoom and in-person appointments to fit your style and schedule. Simply click below or call us directly at 1.800.345.3155 ext. 1 We look forward to seeing you again soon!

Smiling person in a light green blouse standing outdoors near plants and a brick wall.

Scott
Sandell

Planning

  • Develops and maintains your comprehensive financial plan.
  • Helps you plan for retirement, wealth management, tax considerations, and long-term financial goals.
  • Reviews and adjusts your strategy as your financial circumstances or major life events change.
  • Discusses estate-planning needs and helps integrate them into your overall financial plan.
  • Provides fiduciary guidance designed to keep your financial plan aligned with your goals.
Smiling person in a light green blouse standing outdoors near plants and a brick wall.

Greyson
Geiler

Managing

  • Oversees your account performance and reviews your investment strategy.
  • Makes investment-market adjustments based on your needs, requests, and annual financial reviews.
  • Provides guidance on purchasing and investing in precious metals.
  • Helps you evaluate precious-metals investment opportunities.
  • Advises on inheritance planning, asset liquidation, and real estate income planning.
  • Conducts annual reviews to help ensure your portfolio remains aligned with your objectives.
Smiling person in a light green blouse standing outdoors near plants and a brick wall.

Chandler
Jensen

Servicing

  • Your primary contact for account-service needs and general questions.
  • Provides account overview meetings and helps explain your account information.
  • Assists with withdrawals, required minimum distributions (RMDs), beneficiary updates, and direct-deposit changes.
  • Provides notary services when needed.
  • Miscellaneous account-service requests and administrative updates.
  • Quotes for home and auto insurance.
  • Helps clients explore Medicare options.
  • Can be reached at 1.800.345.3155, ext. 1

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