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Our Partnership with You

We provide full-service financial planning in the context of a long-term partnership with you. Through our experience, we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship—one where we can help you manage your financial and lifestyle goals.

What You Can Expect

You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning strategies we implement on your behalf.

We Will Always:

  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time-frame.
  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Meet with you regularly to review your Financial Plan.
  • Act as your primary Financial Planner, coordinating the efforts of other related professionals as and when required.
  • Treat you with utmost respect and professionalism.

Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as planning for retirement, receiving an inheritance, proactively planning for your legacy, buying a recreational property, or selling a business. Our resources and expertise help you to prepare for such events so that you can manage your financial and lifestyle goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected] |  (619) 698-6500