Fpa Client Service Agreement

Mark provides relevant resources to help clients understand the options, opportunity costs and risks of each choice so they can make informed decisions. Mark Astrinos strives to organize and streamline all aspects of his clients` financial lives, both “macro” (investments, insurance, retirement, estate planning) and “micro” (income, expenses, savings, taxes). Her goal is to ensure that every client is comfortable – confident in the advice of a respected professional. As might be expected, the concept of “Best Evidence” is not disseminated by financial services companies such as Merrill Lynch, Morgan Stanley or Fidelity. It also doesn`t come from insurance companies or others that sell a product.

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