What you can expect as our client

In order to serve you in the best way possible, we seek a good mutual fit that matches our experience and capabilities with your needs and requirements. Frankly, not everyone should be our client. We are looking for people who are serious about their investments, but also receptive to the financial advice and recommendations we provide.

Determining a good fit requires an initial discovery process. In getting to know you, one of the tools we use is a proprietary financial planning software solution called Goal Planning & Monitoring. We’ll identify and enter your goals to assess appropriate asset allocation targets, spending and savings rates, and the probability of achieving those goals – and then share the results with you. It can help align financial decisions with your unique vision of retirement and other personal goals.

We don’t pressure anyone to be our client. We give prospective clients the option to walk away after a meeting or two if they so choose. If we do enter into a client-advisor relationship, here is what you can expect:

    We are committed to maintaining the highest standard of personal and professional conduct – and will seek to avoid any conflicts of interest, while maintaining the confidentiality of information entrusted to us. We feel that being able to adapt is critical in today’s rapidly changing world. Therefore, we commit ourselves to staying up to date on the changes which are ever-present in the financial services industry.

    Above all, we are in the business to serve our clients. They expect and deserve exceptional service at all times and we strive to exceed their expectations.

There is no assurance that any investment strategy will be successful. Investing involves risk including a possible loss of capital. Asset allocation and diversification do not ensure a profit or protect against a loss.

A goal is a dream with a deadline.

– Napoleon Hill

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What to expect as a client
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