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Frequently asked questions
What kinds of investment planning do you help with?
We work with clients in the Abingdon area on portfolio strategy, retirement planning, and ongoing investment management tailored to your situation. Our process starts with understanding your goals and current holdings, then we develop a plan and help you implement it.
Can you work with investors outside of Maryland?
We're based in Abingdon and primarily serve clients in the local region, though we can discuss your specific circumstances when you reach out. Contact us through the site and we'll let you know if we're the right fit for your needs.
How do we get started with NRSK?
A first conversation is typically a phone or in-person meeting where we learn about your financial situation and what you're hoping to accomplish. From there we'll outline next steps and answer any questions you have about how we work.
What should I bring to our initial meeting?
It helps to have recent statements from any investment or retirement accounts, along with a general sense of your financial goals and timeline. Don't worry about having everything perfectly organized—we'll guide you through what we need as we go.
How often do we meet once we're working together?
That depends on your preference and the type of relationship you want with us. Some clients meet quarterly for check-ins, while others prefer annual reviews—we'll establish a schedule that works for you.
Do you handle ongoing account administration?
Yes, we manage investment accounts and handle administrative tasks as part of our service, so you're not juggling everything on your own. We'll explain exactly what we take care of during your initial conversation.