Modera’s Commitment to You
Modera is committed to providing you with a broad range of services to address your entire financial life, along with care and attention that includes:
A collaborative, consultative, and personalized approach with careful oversight on our part
Support for your goals based on decades of research and experience
Identifying and diminishing potential risks
Complete transparency about our services and fees
Regular communications by phone or in person to ensure that you’re always up to date
We care deeply about helping you, which is why our relationships frequently last for decades. You can meet or speak with us as often as you like – though we have found that typically two formal discussions per year works quite well.
Please bring us your questions at any time. We won’t consider the conversation over until you get all the answers you need. And there are no extra charges for calls or meetings, regardless of how often they happen.
Here’s just a handful of the many financial planning services we can provide to you:
Tax planning and tax reduction strategies
Cash flow planning
Estate and Trust planning
Wealth transfer strategies