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:
The Coronavirus has trigger a correction for our nation’s economy. The first thing to keep in mind is the markets are acting normally. They periodically go into corrections of 10% or more, and these always happen very quickly. Fear is a natural feeling as you experience everything in the moment, but it’s important to keep perspective and think long-term.
For a Free consultation on your retirement planning, investment planning, estate planning, and financial planning please call 508-481-2299 ext 7125
- Our 1st Quarter Newsletter 2020 is under Client Resources
We welcome your inquiry about how we can be of assistance to you.