Keys to a Successful Relationship

Here is what you can expect from us:

You can trust that we will responsibly perform all requested services.

 

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

Be prompt and prepared for our meetings

Meet with you to review your investment planning needs

Respect your confidential information

As my client, here are some things I would like to expect from you:

Effective communication and mutual respect are essential to a successful relationship, so we expect:

Trust  

Honesty and full disclosure

Respect  

Responsiveness to requests

Sincerity  

Commitment to our process

 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 be fully engaged 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.

Meet to review your investment plan and be prompt and prepared for those meetings

Together, we can build an effective, long-term working relationship.