We will recommend products and services for you because they benefit you the most.
We will never ask you to make a decision about any investment product or service until you fully understand it.
We will spend more time listening to you than we spend giving you financial advice.
Any service that we recommend to you, we also will explain until you understand it.
We will gladly offer you several choices that are appropriate.
You will be offered a minimum of two complimentary reviews per year.
We will return your call as soon as possible, most often within a couple of hours.
We are delighted when you call with comments or questions.
We will explain all costs of the product or service, all fees and expenses in plain language.