Your Role

The key to planning your future is an open line of communication
between us. Help us understand how best to help you.



It’s important to:



Know each other. Please call us to set an appointment
to review your individual circumstances, so we can discuss the
products and services that may be most appropriate for you.



Tell us about yourself. The more we know about you and
your family, the better we can address your needs. That being said, we will NOT act on a hunch; we will only act on what you tell us is important to you.




Learn from this process. This is a dialogue. You'll want
to ask lots of questions about our recommendations. We encourage
you to ask for explanations and details and to challenge us
when you think we've left something out.



Work together. Our job is to guide you. Your job is to
decide whether you're comfortable moving ahead on the basis
of our recommendations. The decision will always be yours.