Broker Check

Promises to Our Clients  

  • 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