Our Client Culture

The core values you should expect when working with our team are Transparency, Integrity and Commitment.

What to expect when working with our team

Transparency

We provide all the required information for collaboration, cooperation, and collective decision making with each client. There is never a hidden agenda.

Communication

We will contact you monthly through either phone calls or text messages. 

Integrity

We will finish what we start, we will do what we say we are going to do and we will always show you gratitude for your trust in our firm.

Meetings

We will meet with you on a yearly basis or however many times you feel is necessary for your situation.

Commitment

We will strive to do everything with excellence and to the best of our ability. We will take charge and ownership of our responsibility to you.

Updates

We will always keep you informed of any transactions taking place or changes to our team or your accounts.

What we expect from our clients:

Follow Your Plan

We expect our clients to stick to their goals and their plans. 

Communicate Financial Changes

We expect our clients to inform us of any financial changes happening in their lives.

Annual Meeting

We expect our clients to meet with us annually for a strategy session and financial review.

Consult on Large Purchases

We expect our clients to consult our financial advisors for any decisions on large purchases.

Respect Our Expertise

We expect our clients to respect our team and let us guide them in financial decisions on retirement income planning, investment management, tax planning, healthcare protection and estate planning.