Do you have a customer satisfaction policy or guarantee returns?

Customer Satisfaction Policy:
Yes, since we are “Fee-only” there are never any commissions paid.  Our clients are just as valuable the second year as they are the first year.  Our clients are free to move their accounts at any time without penalty. I have six points to our service commitment.

  1. Our clients are the most important people in our business, whether they are visiting in person, by mail, or by phone.  They will receive a timely response to all inquiries or contacts by their personal asset manager, not an assistant who does not know you and your situation. 
  2. We will provide regular quarterly coaching with you.  This allows us to keep you current and continually learning. 
  3. Our clients are not an interruption of our work…they are the purpose of it.  We are not doing them a favor handling their inquiries….they are doing us a favor by giving us an opportunity to earn their business.
  4. We hold in the strictest confidence all business and personal information pertaining to your affairs.
  5. If you are displeased with any element of our service, we encourage the courtesy of notification so that we may do everything possible to resolve the issue and improve service in the future.
  6. If all of your expectations are met and you are satisfied with our service, we hope you will introduce us to others whom you feel could benefit from our coaching services (i.e. friends, family, co-workers, etc.)

Do you guarantee returns?
No. We absolutely do not guarantee returns whatsoever.  Rather we put together solid and focused financial and retirement plans for our clients designed to help them achieve their goals.  We cannot predict the future nor guarantee returns in any form.