KEYS TO A SUCCESSFUL RELATIONSHIP

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.

What We Can Expect

Effective communication and mutual respect are essential to a successful relationship and we hope that you will treat us with the same honesty, respect, trust and commitment as we treat you. All investment, estate investment planning, and insurance advice will be based on the information you provide to us and in order for us to be successful we expect you to participate enthusiastically in the process.

Mutual Responsibilities

We believe working together is essential to effective investment planning and implementation. To this end, we both need to make your investment strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. We will agree to take the time to regularly review your financial strategy action plan. We will both be honest and forthcoming about your financial situation.