
New Service Available
Just wanted to keep in touch, and thought you might find the enclosed market commentary from Templeton Private Client Group of interest.
(website users please contact us at 520-884-7550 for a copy of the commentary.)
In addition, we are pleased to announce, that as of this month, we are offering a free service to our clients.
With this new service access to all of your account information is available online on one convenient website. You can generate a consolidated statement of all of your accounts and run a variety reports, such as, a report of current account values or rates of return for various time periods.
If you would like to learn how to access this new service just give us a call and we will get you into the system and show you how to utilize the program.
We hope you are enjoying your summer and we look forward to talking to you soon.
520.884.7550
jpw@financial-architects.com
2311 E. Broadway