Client Bill of Rights
QUALITY OF SERVICE
You are entitled to a high level of proactive, courteous service.
You have a right to work with trustworthy, dependable, independent wealth advisors.
You have the right to independent advice and recommendations based upon your needs, risk tolerance, and goals.
You have the right to the strictest levels of confidentiality with information given to our team.
You have the right to a prompt response, our team is committed to returning phone calls and emails within a reasonable time frame.
You have the right to continual education along your journey.our team will project reasonable expectations and achievable scenarios.
You have the right to accurate third party reporting of all managed accounts.
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Our mission is to help those under age 59 ½ to utilize and enjoy their retirement money without the tax penalty associated with early retirement due to corporate downsizing, voluntary retirement or unexpected loss of work.
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