How We Do It
How We Do It
As your Advisors, we will…
- Listen to your goals and desires before recommending any course of action.
- Provide a written plan tailored to your financial goals.
- Conduct periodic review meetings no less than on an annual basis.
- Respond to your phone and e-mail messages within one business day.
- Recommend a disciplined planning strategy that is implemented consistently.
- Provide an objective voice that offers historical perspective and realistic expectations.
- Provide access to other professionals as necessary.
- Communicate proactive planning ideas and strategies.
- Maintain client confidentiality.
We also ask our clients to make certain commitments. Here are the promises our clients make to us, their Financial Advisors:
As our Clients, you will…
- Retain us as your sole financial advisors and implement the strategies we recommend.
- Understand and agree to implement a diversified, asset-allocated investment strategy.
- Meet with us annually, at a minimum.
- Respond to our communications with you in a timely manner.
- Keep us informed of all life events so that we can make changes to your plan as necessary.
- Agree with the concept that we are planning to achieve goals we have jointly established for your family.
- Introduce others to us if we have earned the introduction.
There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.
