What you can expect from us
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.
What we can expect from you
- 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 regularly to review your Financial Strategy Action Plan
Effective communication and mutual respect are essential to a successful relationship, so we expect:
- Complete disclosure
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 and insurance advice will be based on the information you provide to us. We expect you to participate enthusiastically in the investment planning process.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 Strategy Action Plan. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect and understanding.