What You Can Expect
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us. We will:
- Put client interests first at all times.
- Treat you with respect, honesty and dignity.
- Provide full transparency.
- Strive to acquire a complete and accurate understanding of your goals, your tolerance, capacity, and perception for investment risk and your time frame.
- Explain the implications of the strategies we propose.
- Meet with you regularly to review your financial strategy and make adjustments as needed.
- Provide market and timely economic updates regularly by phone, email or mail.
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