As we approach year-end, our team is focused on helping clients complete their Required Minimum Distributions (RMDs). If you have an RMD requirement for 2025 and you normally have a review meeting in October, September, or December, you don’t need to schedule a review quite yet — our service team will be reaching out in the coming month to ensure your distribution is processed before the deadline.

 To make sure these time-sensitive requests are handled promptly, we’re temporarily pausing regular review appointments until after RMD servicing is complete. Once we’ve finished assisting clients with RMDs, we’ll open scheduling again for standard annual review

If you have any urgent matters or would like to discuss something time-sensitive in the meantime, please contact our office and our team will be glad to assist.