Here is 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 horizon

  • Explain the implications of the investment strategies we propose

  • Explain all costs and fees for our services

  • Update you by email, mail, and telephone, as often as you prefer

  • 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

  • Respect

  • Honesty

  • Complete disclosure

  • Sincerity

  • Commitment

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 - our clients and our team - 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.