Who We Serve

Working in Tandem With You

Working together is essential to effective investment and financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might effect these strategies and we will agree to take the time to regularly review your investment portfolio. We will be both honest and forthcoming about your financial situation. We will work to maintain mutual trust, respect and understanding.

What We Ask Of You

Effective communication and mutual respect is essential to a successful partnership.

Complete Disclosure

Understand that our recommendations are always based on your best interest. As our client, know that all investment, tax, estate and insurance advice will be based on the information you provide. We expect you to participate enthusiastically in the financial review and planning process. If you are happy with the work we have done on your behalf, we hope you will introduce us to friends, family and colleagues who might benefit from the advice we provide.

What You Can Expect

We pride ourselves on our commitment to service beyond expectation.

As a fiduciary, we will put your interests first
Treat you with respect, honesty and dignity
Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
Meet with you at least once per year to review your investment portfolio
Propose strategies customized to your situation
Explain the implications of the strategies we propose
Trust that we will consistently and responsibly perform all requested services.