Our Commitments


We Will...

  • Treat you as you wish to be treated, with courtesy, kindness, timeliness and respect
  • Make your peace of mind our priority
  • Work hard to earn your trust and confidence
  • Listen, ask questions, and do what is in your best interest
  • Respond to your communications promptly
  • Proactively communicate with you on a regular basis
  • Maintain high ethical standards
  • Stay abreast of current conditions, laws, trends, products and techniques within our scope
  • Maintain strict confidentiality and protection of privacy
  • Coordinate with your other advisors to form a cohesive team
  • Gather—by way of meeting, conference call, or video-link—on a regular basis to stay abreast of your life and keep your planning data and strategies current
  • Schedule our time together in advance, send you a meeting agenda, and follow up with a summary of our discussion
  • Provide you with your personal financial website that is regularly updated