What You Can Expect
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
We will act as your advisor and fiduciary, putting your interests first
We will strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time horizon
We will explain the implications of the strategies we propose
We will clearly explain all fees
Although not qualified to render advice on tax or legal matters in our role as financial advisors, we will coordinate with your tax, estate and legal representatives
We will update you by email, mail and phone, according to your preference, and meet with you regularly
Your financial and personal information will be kept confidential
We will have fun and minimize the stress involved in creating and implementing your wealth management plan
What We Can Expect
Active and enthusiastic participation in the financial planning process
Effective communication and mutual respect
Willingness to learn
Understand that our recommendations are always based on your best interest, and that all investment, estate, and insurance advice will be based on the information you provide to us
Thorough sharing of financial and life details
Prompt responses
Commitment to a long-term plan and to an investment philosophy focused not on beating the market in the short-term, but on achieving your long-term plan