Our Service Committment

  • We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
  • We will respect your privacy and protect at all times the confidentiality of the information and documents you entrust to us.
  • We pledge to our clients that the advice we give will always be the advice that we would follow ourselves.
  • We will continually study financial markets and strategies in order to provide you with the most substantive and current information available.
  • Your best interest will be our highest priority and commitment.
  • We will develop a comprehensive written financial plan and specific recommendation within three weeks after data gathering is complete.
  • We will assure that every proposed strategy that you choose to implement is accomplished.
  • We will coordinate your legal, tax and other professional services with your existing professional advisors, or give a list of professional advisors to choose from when needed.
  • We will return your phone calls within 24 hours.
  • Decisions made at face to face meetings will be summarized in writing within 3 days.
  • We will contact you at least annually to update your financial plan and adapt your plan to any life, business or financial changes that have occurred.