Always place the client’s interests first and foremost. Remember that “it’s not about me,” and always act on behalf of our clients and not ourselves. Always think through the lens of clients and their goals and worldview rather than our own needs, perspectives or worries. Integrity demands honesty and candor, which must not be subordinated to personal gain and advantage.
Always be fully transparent in everything that we do and in any recommendation that we give. Remain objective in our advice and recommendations.
We cannot overemphasize enough the importance of listening. In order to create a comprehensive investment plan that encompasses a strategy to address, pursue and help meet your goals and objectives, we have to gain a deeper understanding of what’s important to you and that all begins by listening.
Protect the confidentiality of all client information. Ensure information is accessible only to those authorized to have access. A relationship of trust and confidence with our clients can only be built upon the understanding that their information will remain confidential.
Be fair and reasonable in all professional relationships. Disclose conflicts of interest.
Maintain the knowledge and skill necessary to provide professional services competently.
Commitment to Our Clients
We believe that the stronger the connection we have to you, the better we can add value as your advisor. That’s why we make a commitment to build enduring client relationships based on integrity, trust and personal service.
We are genuinely interested in your well-being and are dedicated to helping you achieve your goals.
Cornerstones of our client service standards.
Our team meets daily to discuss our team plan and how we can better serve our clients.
As your planning needs evolve, we will evaluate the options available and provide you with a thorough understanding of the financial impact of each choice, so you are positioned to make the best decisions for you and your family.
We are available to you and provide thoughtful, timely responses to your ideas and questions.
We pride ourselves on developing financial strategies to allow you to enjoy life and with the goal of reducing worry about your future.
We continually provide tools and resources to empower you to make smart financial decisions.
Our planning process tracks each phase of your financial journey, identifies upcoming steps needed, and the timing to accomplish each task.