Broker Check

Assurances & Expectations

We Will:

  • Focus on your total Financial Wellness through implementation of the 8 Wealth Management Issues®, helping you to manage your business and personal finances as profitably as possible.
  • Explain concepts and ideas in a manner that is easy to understand.
  • Provide services in a timely and professional manner.
  • Continue to seek out ways to help you improve your financial situation.
  • Be available as a resource person on financial planning and tax issues.
  • Maintain our educational and professional credentials.
  • Return your phone calls and inquiries within two business days.
  • Start appointments within 15 minutes of the scheduled time.

You Will:

  • Take your financial future seriously.
  • Contact us if your financial situation or needs change.
  • Maintain a trusting relationship with us.
  • Supply full disclosure of your financial situation.
  • Accumulate required information in an orderly manner and timely fashion.
  • Be on time for scheduled appointments or call within 24 hours of scheduled appointment time to cancel or reschedule.
  • Tell us how we can improve and provide better service.
  • Recommend us to others who could benefit from our holistic approach to financial wellness.

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