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What To Expect

What You Should Expect When Working with Amy Noel, Inc.


  • A proactive and changing lifetime investment plan.
  • A written scheduled review of your investment assets.
  • A personalized investment strategy that has been designed for you and the careful monitoring of all of your assets, liabilities, cash flow, and employee benefits.
  • Assurance that all of the necessary legal documents are in place (wills, trusts, etc.) and periodic reviews and updates as necessary. Legal work will be referred to trusted outside experts.
  • Advice on all your insurance (life, health, etc.) coordinating with employer coverage and referring you to trusted outside experts when necessary.
  • Strategic alternatives to your future funding needs including retirement planning, college funding, dream purchases and any other goals that you may have.
  • Proactive tax planning advice coordinated with your tax advisor.
  • Advice on any major purchase decisions (autos, homes, loans etc.)
  • Assistance from knowledgeable staff members.
  • Timely answers to your financial questions.
  • The delegation of as much of your financial life, so that you have more time to focus on what is important to you.

Whatever your financial needs, we are dedicated to providing a consistently high level of professional service to each client.