Broker Check

Client Commitment

The commitment we have to clients:

1) Proactively contact clients with things impacting their portfolios;

2) Full disclosure to the point of clients full understanding of fees;

3) Clearly understand client goals and a client's family situation when giving investment advise;

4) Bring in experts to help with other financial, tax, and legal matters;

5) Help clients select the proper asset mix for their investment portfolios;

6) Help them create and implement and monitor a practical, dynamic, financial plan;

7) Help them coordinate and organize all of their financial documents;

8) Coordinate investment decisions.