- To provide an in-person, bi-annual review of your portfolio or policies
- To provide a telephone review on in-between calendar quarters
- To return all calls in one business day
- To teach you how to read your statements
- To provide all explanations in plain English
- To never talk down to you
- To quickly admit and correct any error
- To clearly disclose commissions or fees of any transaction
- To never make a recommendation that we have not personally investigated rather than rely on what we've been told by a product manufacturer
- To devote 8 hours per month to study so that we can provide continually better advice
