Our Mutual Commitment

Our mission in life is to help you and your family reach your financial goals with the right kind of plan.

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.

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
  • Educate you
  • Update you by e-mail, mail and phone
  • Meet with you regularly to review your ENVISION® plan
  • Act as your resource for all of your financial issues.
What we can expect from you: Effective communication and mutual respect are essential to a successful relationship, so we expect:
  • You to treat us with respect, honesty and trust.
  • Complete disclosure, sincerity and a commitment to the process.

Our recommendations are always based on your best interests. As our client, you need to know that all investment, estate strategies, insurance, education, social security and Medicare planning advice will be based on the information and goals you provide to us. Active involvement on your part is critical to 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 ENVISION® plan.

We will be both honest and forthcoming about your financial situation.  We will work to develop mutual trust, respect and understanding.

Our mission in life is to help you and your family reach your financial goals with the right kind of plan.

We invite your friends to have a conversation with us without cost or obligation.  They may contact us at any time.