Keys to a Successful Relationship

What You Can Expect
Our team provides financial planning advice and strategies for many life events:
  • Transition to retirement.
  • Financial legacy planning.
  • Inflation-protected income.
  • Income and estate tax reduction.
  • Children’s education or home purchase.
Our firm will endeavor to:
  • Treat you with respect, honesty and dignity.
  • Act as your financial advisor, putting your interests and goals first.
  • Strive to acquire a complete and accurate understanding of your needs, your plans and your dreams.
  • Meet with you at least annually to review your financial well-being, your investment strategy and your personal financial policy statement.
Mutual Responsibilities
Effective communication and mutual respect are essential to a successful partnership.
  • We would like you to understand that our recommendations are always based on your best interest.
  • As our client, you should know that all financial advice will be based on the information you provide. Complete disclosure is critical to sound advice.
  • Our best clients become our advocates and want to introduce our firm to others. Most of our new clients come from referrals so we particularly value our advocates.
  • Working together is essential to effective financial planning. To this end, we both need to work together to help you pursue your goals.
  • We will agree to take the time to regularly review your Personal Financial Policy Statement.
  • We will work together to develop mutual trust, respect and understanding.