Our Service Commitment
Once we've worked together to develop a plan and implement it using various investment strategies, we don't stop there. We believe service and timely reviews are essential to the progress of your plan which we put in writing so you know what to expect.
What you can expect from us: • Timely reviews of portfolio progress
• Updates of your plan
• Additional conversations and meetings if needed
• Newsletter
• Honesty
• To put your best interests first
• To be polite but persistent when you are hesitant about a recommendation we believe is in your best interest
• To respect your opinions when they differ from ours
• Comfort if anything happens to you, your family has us to explain what you own, where it is, and why you invested in it
Of course we invite you to
contact us anytime you have a question and to address life events as they happen.