Your Role

The key to planning your future is an open line of communication between us. Help us understand how best to help you.

It’s important to:

Know each other. Please call me to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you.

Tell us about yourself. The more your Advisor knows about you and your family or busines, the better he/she can address your needs.  It's important to keep the lines of communication open.

Learn from this process. This is a dialogue. You'll want to ask lots of questions about your advisors recommendations. We encourage you to ask for explanations and details whenever you need more clairty.

Work together. Our job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of your Advisors recommendations. The decision will always be yours.
 

Keep your Advisor informed.   Life changes, and so do your goals.  These are some examples of life events that could have an impact on your financial situataion.  Keep your advisor apprised.


  • Purchased a Home
  • Sold my Home
  • Changed my Will/Trust
  • Changed my Address
  • Changed Jobs 
  • Had a Child Had
  • Changes to my Health
  • Acquired Assets
  • Increased my Income
  • Decreased my Income
  • Been Married
  • Been Divorced/Widowed
  • Started/Sold a Business