Keys to a successful relationship

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
  • Update you by email, mail and phone
  • Meet with you to review your investment plan

As our client, here are some things we would like to expect from you:

Effective communication and mutual respect are essential to a successful relationship. We hope our business relationship consists of mutual:

Trust                                 Complete disclosure

Respect                             Honesty

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 advice will be based on the information you provide to us. We expect you to participate enthusiastically in the investment planning process.

Working together

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

Is your investment plan on track? Email us.