Our Values

We evaluate the success of our practice by the quality of the relationships that we have with our clients, NOT by the quantity of clients with whom we have a relationship. 


                                                                                                                                                        To that end, we use the following as guidelines:


  • We make it a point to learn about our clients' lives; their families; their life's work; their values and principles; their past experiences; what matters most to them; and how they would like to be remembered.
  • We ask our clients what they expect from us as financial professionals.
  • We listen to each client's long- and short-term goals and objectives.
  • We send out written annual satisfaction questionnaires. We have been very pleased with the response rate.
  • We ensure that communication with clients is prompt and on-going.
  • We gear our "level" of communication to reflect the client's ability to absorb the information. If they did not understand, we did not present it well enough.
  • We listen to what our clients are saying about what they want.
  • We give clients financial advice. However, we do not judge their decisions, even if they disagree with us. 
  • We realize that the impression we make on our clients is critical, no matter whether it is the first, tenth  or thousandth time we have interacted with them. We always want to make a great impression.
  • We respect each person as an individual and we make an effort to make them feel important to us.
  • We are honest and forthright with our clients. It is very important that they trust us and that we give them no reason not to. 
  • If we make a mistake, we admit it right away and do everything we can to fix it.