My Promise
I will remain a resource to help my clients with the various changes in life. I will meet to make adjustments for any new circumstances, and I am always available to review whatever needs to be changed. That is one of the biggest advantages of working with me.
Because I respect and value my client relationships, I promise to:
- Review all accounts on a monthly or quarterly basis
- Provide a quarterly report to my investment advisory account clients
- Affirmatively state when a change is needed (or not) on an account
- Return all phone calls within 24 hours
- Help my clients understand how to read their statements
- Always explain things in easy to understand terms
- Quickly admit and correct any errors
- Clearly disclose any commissions or fees
- Remain current in the field so I can continually provide better advice
- Be creative and innovative in the services I provide
- I only work with Retirees, those about to retire, business owners and high net worth investors.
- I am very independent - free to recommend any product or investment.
- I strive to do what is "right" for each individual's financial situation.
- I speak in plain English and take time to fully explain everything.
- I do not try to fix what isn't broken.
- I prepare individual, personalized plans for each retiree
- I help Retirees balance the need for safety, income and growth.
- I fully disclose all fees and exactly how I am paid.
- I analyze and report on Investment Advisory Accounts on a quarterly basis.
- I promptly respond to my Client's needs.
That is the kind of relationship I build with my clients - a relationship built on understanding, reliability and trust.
|
