Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
We Have Your Best Interest. What it means to be a Fiduciary.
Fiduciary duty represents the highest degree of trust and confidence that the investment advisor will act in your best interest. As a fiduciary, your investment advisor has the duty to:
- Make full and fair disclosure of all material facts, particularly where the advisor’s interests may conflict with the client’s
- Have a reasonable, independent basis for the investment advice
- Obtain best execution for clients’ securities to the client’s objectives, needs and circumstances
- Refrain from effecting personal securities transactions inconsistent with the client’s interests
- Be loyal to clients
Estate Planning Strategies
Making the decisions involved with estate planning may seem overwhelming. It doesn’t have to be. You can start by organizing your important documents. Turn to a team of trusted professionals, including your financial advisor, an estate planning attorney, and your accountant. They know the questions to ask and can help you avoid potential pitfalls.
Learn More
Insurance
When it comes to your financial goals, there are more risks to consider than just market volatility. Insurance can help protect against life-changing events. It can help ensure the financial goals you have made can continue on. We offer life, disability and long-term care insurance to help protect what matters most to you.
Learn More