Broker Check

How We Do It

As your Advisors, we will…

  • Listen to your goals and desires before recommending any course of action. 
  • Provide a written plan tailored to your financial goals. 
  • Conduct periodic review meetings no less than on an annual basis.
  • Respond to your phone and e-mail messages within one business day.
  • Recommend a disciplined planning strategy that is implemented consistently.
  • Provide an objective voice that offers historical perspective and realistic expectations.
  • Provide access to other professionals as necessary.
  • Communicate proactive planning ideas and strategies.
  • Maintain client confidentiality.

We also ask our clients to make certain commitments. Here are the promises our clients make to us, their Financial Advisors:

As our Clients, you will…

  • Retain us as your sole financial advisors and implement the strategies we recommend.
  • Understand and agree to implement a diversified, asset-allocated investment strategy.
  • Meet with us annually, at a minimum.
  • Respond to our communications with you in a timely manner.
  • Keep us informed of all life events so that we can make changes to your plan as necessary.
  • Agree with the concept that we are planning to achieve goals we have jointly established for your family.
  • Introduce others to us if we have earned the introduction.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.

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