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Our Client Service Commitment

The commitments below are a “job description” of sorts for our service to you.  In our opinion, a client should have a clear understanding of the expectations and standards that guide our involvement in their life.  These are presented in no particular order.

 

A Trusted Team

As a family business, we understand the importance of mutual trust.  We want to be the team you turn to for the rest of your life when it comes to your financial needs, wants, questions, and concerns. 

A Fiduciary Relationship

Our team will carry out advisory and planning decisions in your best interest; not ours.  You can expect us to serve you objectively and independently. 

A Wholistic Approach

In order to best serve you, we are committed to listening and understanding, as we learn what makes your financial health, goals, and objectives unique.  We have seen that no two clients are identical, and each situation necessitates a customized level of service from our team that evaluates the bigger picture of your life story.

Utmost Confidentiality

All information that you provide us is absolutely confidential.  This includes encryption on our emails and software (256-bit). 

Cost Transparency

We will never hide the expected levels of compensation for our services, including portfolio management, transactions, and advisory services.  You can expect us to convey this information in a clear, jargon-free way. 

Timely Communication

The benefits of financial planning are most noticeable when healthy communication habits are used between the client and advisor.  We plan on returning your phone call or email within 24 hours.  You can also expect touch points each week through our newsletter and/or social media postings.

Accurate Education

By using plain language, we seek to accurately educate you about all aspects of our relationship with you.  This includes providing reports and presentations that are tailored to what makes the most sense for you. 

Securities and Financial Planning offered through LPL Financial, Member FINRA/SPIC.