Mayflower Capital


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Frequent Check-ups

     Getting frequent financial check-ups is vital to having a successful financial plan or investment advice. Investment recommendations should be reviewed quarterly or even sooner, as the marketplace can have sudden changes in investment paradigms. Also, a client's own finances or family structure can change suddenly, so that is also a reason for frequent check-ups. The client needs to order a new work engagement for each new check-up.






Mayflower Capital