Broker Check

Our Pledge to Our Clients

Our Pledge to Our Clients:

  • Take time to listen and understand what is important to you.
  • Update your financial plan annually as your life changes
  • Monitor your investments regularly and make changes when necessary.
  • When we do make adjustments to investments, we will send an email explaining the logic.
  • Provide a clear and simple fee schedule.
  • Meet with you in person twice annually. The Fiduciary Meeting includes the detailed update on the progress of your financial plan. The Strategy Session meeting to discuss our market analysis and the performance of your accounts.
  • Do our best to answer phone calls with a real, live person between business hours. When we’re unavailable, your message will be returned promptly.
  • Review effective tax strategies and estate plans with your CPA / attorney at your request.
  • Meet with your family or friends to discuss financial wellness at no charge. If they are important to you, they are important to us.