Broker Check

Our Commitment To You

We are committed to having a positive impact on each and every client, with a focus on building long lasting relationships.

  •  We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish. 

  •  We will provide you our objective and unbiased advice, based on the information and objectives that you provide.

  •  We will educate you to help ensure that your financial decisions are informed decisions.

  •  We will ensure strict confidentiality. While you may know of several clients with whom we work, we will not discuss the specifics of any situation under any circumstances.

  •  Our team of financial professionals and intellectual capital will become available as a resource for you.

  •  We will promptly return phone calls, most on the same day, or under unforeseen circumstances within 24 hours by one member of our team.

  •  Our personal client management team will be available to assist you with any questions, concerns, and administrative issues that may arise.

  •  We will help you manage tendencies which can often lead to making mistakes.

  •  We will work with your other advisors (CPAs and Attorneys) to provide them with any information they may need to assist you in the functions they provide.

  •  We will develop a comprehensive written financial plan and specific recommendations.

  •  We will provide you with an implementation* schedule for these recommendations to ensure that every strategy you choose to implement is accomplished.

  •  We will provide you with fair and objective representation in researching various investment options and financial instruments available to you in the financial marketplace.

  •  We will conduct comprehensive review meetings, either quarterly, semi-annually, or annually to assess your current financial position and make adjustments where needed.

  •  We will provide market updates along with other financial information

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.