Our Relationship

KEYS TO OUR RELATIONSHIP 
OUR GOAL:
  Your 100% satisfaction with the advice and service you receive.

Disclosure Confidentiality

In order for us to give you our best service, it is critical that you be as forthright as possible, providing us with complete and accurate information. In disclosing this information, you can be assured that we take stringent measures to protect your privacy.

 


Communication

The success of our long-term relationship, and your long-term investment experience, depends on our maintaining an open, ongoing dialogue. We will communicate with you regularly, openly and honestly about your financial plan, including applicable costs and fees. If you have a question or concern about the management of your account, your statement, your fees, or just something you heard from a friend, contact us about it. We are here to help.


Referrals

We focus the majority of our time on our clients, and we are very selective in building our client base. We depend on our best clients to help us grow and maintain a high- quality practice by introducing us to people just like themselves. If you are satisfied with the level of service we deliver, please consider introducing us to others about whom you care and you feel we could also help. We will also discuss with you our process for handling these recommendations.