Expectations

What can you 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 interest first
  • Strive to acquire a complete and accurate understand of your goals, your tolerance to volatility, and your time frame
  • Explain implications of the strategies we proposed
  • Update you by email, mail, and phone
  • Meet with you as little or as much as you would like to review your financial Strategy Action plan

What we expect from you?

Effective communication and mutual respect are essential to a successful relationship, so we expect
  • Trust
  • Complete disclosure
  • Respect
  • Sincerity
  • Honesty
  • Commitment
We want you to understand that our recommendations are always in your best interest. As our client, you need to know that all advice will be based on the information you provide to us. We expect you to participate enthusiastically in the investment planning process.