Client Service Commitment:
1. Honesty and ethics in all we do.
2. Comprehensive and personalized financial planning with ongoing annual reviews to help you achieve your financial goals.
3. Continuous independent and unbiased financial advice.
4. Timely communication on relevant investing and financial planning issues.
5. Communication from our office when activity in your account(s) has or needs to occur such as account rebalances or distribution requests or other planning issues.
6. Regular reviews of your portfolio and rebalancing as needed.
7. Invitations to three client dinner/workshops throughout the year where new and in-depth information is provided.
8. Personalized access to your account information & statements.
9. Response Commitment – Telephone calls and emails received will be returned within 24 business hours by our office to respond to your needs.
10. Continuous staff education and professional development.