Assurances & Expectations
- 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.
- 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.