I Promise You
I will only recommend products and services for you because they benefit you the most.
I will never ask you to make a decision the first time we talk about any investment product or service.
I will spend more time listening to you than I spend giving you financial advice.
I will never give you a sales pitch.
I will explain any product or service I recommend to you – until you understand it.
I will offer a minimum of two complimentary reviews per year.
I will explain all costs of the product or service, all fees and expenses in plain language.