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Our Values

We provide comprehensive financial planning. If we develop a successful working relationship, we can help you to achieve your goals.

Keys to a Successful Relationship: 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 frame
  • explain the implications of the strategies I propose
  • update you by email, mail and phone
  • meet with you regularly to ensure you are on track to meet your goals

Keys to a Successful Relationship: What We Can Expect From You

Effective communication and mutual respect are essential to a successful partnership, so I expect:

  • trust
  • honesty
  • respect
  • sincerity
  • commitment
  • complete disclosure

Keys to a Successful Relationship: Mutual Responsibilities

Please understand that our recommendations are always based on your best interest. As our client, you need to know that all investment, tax, estate and insurance advice will be based on the information you provide to us. We expect you to participate enthusiastically in the financial planning process. Finally, since the growth of our business is achieved through qualified personal recommendations, I encourage you to give us an honest opinion of our services and to introduce our services to others.

Our Values

Collaboration is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We 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 regularly review your goals and objectives as they evolve over time. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.

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