We expect you to understand that while our recommendations are always based on your best interest, investments do not always perform as hoped. As our client, you need to know that all investment, tax, estate and insurance strategy advice will be based on the information you provide to us. We expect you to participate in the investment planning process. Finally, if there is a time when we fall short of your expectations, we hope you will provide honest and meaningful feedback.
We believe working together is essential to effective investment planning. To this end, we - our clients and our team - both need to make your investment strategies a priority. Each of us will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to review your investment plan. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect and understanding.