Keys to a Successful Relationship With Us
We provide comprehensive investment planning. If we develop a successful relationship, we will work together to help you achieve your goals.
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us. A knowledgeable and accountable person will answer your call during normal business hours.
What you can expect from us
We will:
- Treat you with respect, honesty and dignity
- Act as your advisor, putting your interests first
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
- Explain the implications of the strategies we propose
- Update you by email, mail and phone
- Meet with you to review your investment plan
What we can expect from you
Effective communication and mutual respect are essential to a successful partnership.
We expect:
- Trust
- Respect
- Honesty
- Complete disclosure
- Sincerity
- Commitment
We expect you to understand that our recommendations are always based on your best interests. As our client, you need to know that all investment, estate and insurance advice will be based on the information you provide to us.
Mutual responsibilities
We believe working together is essential to effective investment planning. 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 plan. We will both be honest and forthcoming about your financial situation and work to develop mutual trust, respect and understanding.