What to expect when working with our team
We provide all the required information for collaboration, cooperation, and collective decision making with each client. There is never a hidden agenda.
We will contact you monthly through either phone calls or text messages.
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.
We will meet with you on a yearly basis or however many times you feel is necessary for your situation.
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.
We will always keep you informed of any transactions taking place or changes to your accounts.
What we expect from our clients:
We expect our clients to stick to their goals and their plans.
We expect our clients to inform us of any financial changes happening in their lives.
We expect our clients to meet with us annually for a strategy session and financial review.
We expect our clients to consult our financial advisors for any decisions on large purchases.
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.