We want you to understand how we work with you and what it takes for us to build a successful working relationship together.
- You and your interests come first. We succeed by helping you succeed.
- The full resources of our firm are there to help you pursue your goals.
- We are committed to understanding your personal and financial needs, as well as your tolerance for risk.
- We will help you to understand our recommendations, to set realistic expectations about the long-term performance and risk of any financial choices you may make.
- We will provide timely account and transaction information which reflects any positions you hold.
- We will provide you with exceptional service.
- We are available for regular conversations about the status of your financial plan and any financial changes or choices you have made and how they effect your financial future.
- If you have any issues or concerns, we will make it our priority to address it.
- We will always do our best to build and justify your trust in us.
Your Commitment
Working together to pursue your goals also requires a commitment from you.- Provide all relevant information about your financial condition, goals, risk tolerance, and time horizon as well as any changes to this information.
- Review and understand the recommendations made.
- Review and understand the strategies and any materials provided to you.
- Ask questions if you are uncertain about any aspect of your plan.
- Meet with us regularly to review your financial plan and any investment positions.