Keys to a Successful Relationship
We provide comprehensive investment planning. When we establish a successful working relationship, we will work together to help achieve your goals.
What you can expect from us | You can trust that we will consistently and responsibly perform all requested services. We will be available when you need us and will be a continued source of new ideas and strategies. 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 timeframe
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
How you can help | Effective communication and mutual respect are essential to a successful relationship, so we expect:
Trust | Respect | Sincerity | Complete disclosure | Honesty | 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 advice will be based on the information you provide to us and our long experience in the investment field. 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.