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Your Team

We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to growing and preserving your wealth.

OUR SERVICE COMMITMENT AS YOUR FINANCIAL PARTNER

  • We will limit our total number of clients in order to provide the best service possible to you.
  • We will not interrupt your call to take another one. Our goal is to return all messages within one hour and be accessible at all times.
  • We honor your privacy and confidentiality, using the latest technology and utmost integrity with the information and documents you entrust to us.
  • All fees will be fully disclosed. You will know what you are paying, and how we get paid.
  • Problems will be resolved quickly or you will receive an explanation of why it is taking longer.
  • We normally contact you every month and meet face to face at least annually. We initiate proactive contact for anything that might impact your financial affairs.
  • We prefer to coordinate and work with your tax, trust, and other professional advisors as needed. We also have a team of experts that we can call upon as necessary to fulfill your needs.
  • We maintain our competency based on continuing education, training, and constant study of the economy and financial markets worldwide.
  • Our advice will always be the advice we would follow ourselves.