Service Commitment

Our commitment to you:

  • We commit to being accessible. We will return your phone call within 24 hours, although our goal is to be within two hours of you leaving a message.
  • We commit to listen to your needs, wants and concerns each and every time we communicate. We will only make a recommendation when we fully understand your situation.
  • We will explain your financial planning options, fees and our relationship with suppliers when making a recommendation.
  • We will act in your best interest
  • We will explain our recommendations in plain language so that you understand what we are talking about.
  • We will contact you to set meetings to review your plan and financial planning products, as well as discuss future planning opportunities and any changes in our financial situation.
  • We will provide you with the option of a comprehensive financial plan
  • Endeavor to fully understand your lifestyle and retirement needs so that we properly balance the risk in your portfolio with your expectation of returns.
  • A large component of our role as your advisor is to provide you with new ideas and opportunities. We commit to bringing you new and relevant ideas that are introduced to the market place.