Keys to a Successful Relationship with Us
We provide comprehensive investment planning. If we develop a successful working relationship, we will work together to help achieve your goals.
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, dignity, and the utmost in confidentiality
- 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 regularly to review your Wealth Management Plan
What we can expect from you
Effective communication and mutual respect are essential to a successful partnership, so we expect:
- Trust
- Respect
- Honesty
- Complete disclosure
- 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, insurance, and estate advice will be based on the information you provide to us. We expect you to participate enthusiastically 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 one another informed of any new developments that might impact these strategies. We will agree to take the time to regularly review your Wealth Management Plan. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.
