Our Commitment To You

Our clients and prospective clients deserve to know what they can expect from us. It is our firm commitment to:

1.

Act with the highest level of professional integrity, placing our clients’ interests above our own.

2.

Maintain complete confidentiality regarding personal and financial matters.

3.

Maintain lifelong learning and professional development, of not only our advisors, but also the support team.

4.

Take the time to get to know our clients and their families (if appropriate) personally and continually. Educate ourselves to learn more about our clients of what is important to them so we can ensure the services we provide meet their needs.

5.

Strive to exceed our clients’ expectations.

6.

Work closely and coordinate the sorts of other professional advisors to ensure a holistic planning approach.

7.

Provide a holistic approach to financial planning, taking into account our client’s personal situation in its entirety.

8.

Utilize all prudent strategies that will maximize the creation and preservation of wealth for our clients.

9.

Proactive management of portfolio risk.

10.

Keep our clients informed about their personal plans and educate our client about financial matters in general.

11.

Foster a strong support team to maintain efficiencies.

12.

Proactive communication with clients adhering to the “24 hour reply rule”, replying to our clients’ email or telephone call within one business day.

13.

Value our clients, and continually find ways to express our appreciation for our clients’ loyalty and trust within our firm.

14.

In addition to meeting and personal correspondence, we will keep our clients educated by utilizing eNewsletters, quarterly printed newsletters, seminars, websites and LinkedIn with ongoing postings.

15.

We will constantly explore and implement new forms of technology to not only keep efficiencies in our operations, but to also provide ongoing conveniences for our clients.