We take great pride in providing our clients with world-class service and a one-of-a-kind experience. Meeting your individual needs and exceeding your expectations is what we strive for each day. To embody this goal, we have in place our unique 5-Star Client Promise, a philosophy and set of expectations you can come to count on from our entire company and staff. As always, if your experience with us is anything less than first-class, please be sure to let us know immediately.
What you can expect to experience:
- A direct relationship with us for any questions, concerns or planning needs you may have
- Quick responses to your calls, emails and messages (absolutely no more than 1 business day)
- The ability to schedule an in person meeting or office appointment at any time you need it
- Changes to your financial plan as you need it, with our guidance and support
- Ongoing monitoring and oversight of your accounts
- Online account access and the ability to consolidate your accounts in one location
- Regular account and policy reviews, with up to date account information and performance
- Any account servicing you need, such as RMD processing, withdrawals, beneficiary changes, etc.
- All service requests handled in a prompt and expedited manner
- Frequent communication and correspondence from us to you
- Educational event opportunities and social activities periodically throughout the year
- Financial concepts, topics and strategies explained in easy-to-understand language
- Have your privacy and personal information carefully protected
- You will at all times be treated in a respectful, courteous and kind manner