Our Philosophy
We believe our clients should be treated as if they were valued customers in the trust department of a bank, rather than just accounts at a brokerage firm. First and foremost, that means they should receive Investment Management Services delivered under the Fiduciary Standard, and not some watered down “Suitability Rule” that allows an advisor to receive commissions. Commissions can taint an advisor’s judgement through compensation that’s contrary to a client’s best interest. Commissions are for investment sales, not investment advice!
Beyond that, we know our clients will have questions and concerns about a range of issues, not the least of which would include taxes, loans, insurance, estate plans and major purchases. Therefore, we encourage our clients to call on us for answers to all their financial questions. If we don’t know the answer, we’ll research it for them.
We serve a limited number of clients so we can provide them with unlimited levels of service.
WHAT'S NEW:
-
We hope you're well and safe during the Coronavirus pandemic 2020. We were able to continue our services for our clients working from home.
- Our 4th Quarter 2020 Newsletter has some interesting articles about tax consequences under Client Resources
-
For a Free consultation on your retirement planning, investment planning, estate planning, and financial planning please call 508-481-2299 ext 7125
- The U.S. Securities and Exchange Commission (“SEC”) has adopted new rules that require registered investment advisers and registered broker-dealers to provide a brief relationship summary (“Form CRS”) to retail investors disclosing certain information about their firm.
We welcome your inquiry about how we can be of assistance to you.