Our 5-Star Client Promise

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.

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