We have decided that without exception we will:

• Ask questions and listen to our clients in order to fully understand their needs.
• Create wealth solutions that complement our client’s overall financial strategy and allow them to most effectively accomplish their short and long-term financial goals.
• Be sensitive to client fears concerning their wealth creation and preservation plan. We will earn their confidence as their most trusted financial professional.
• Respect our clients’ time, minimizing their personal effort by applying our knowledge and experience in state of the art technology. This will complement our customer service and resourcefulness by making necessary adjustments so that we avoid overwhelming our clients.
• Communicate regularly and pro-actively with our clients to keep them informed on the status of their case, thereby reducing the stress associated with uncertainty.
• Measure our success by our client’s willingness to consistently recommend us to family, friends
  and co-workers.
• Take full responsibility for our actions and be honest at all times. We will always take the high road when providing solutions; always running to challenges and not from challenges.
• Seek to improve the quality of the service we provide by encouraging each client to critically evaluate our performance – what we can improve and what we did well.
• Be responsible for how the client is treated and put that responsibility on no one else. We are accountable for the experience and the outcome.
• Serve our clients the way they should be served or help them find a viable alternative.
• Client Service is a philosophy, not a department.