We promise you that throughout all the years and even decades we work together, you will never find another financial advisor who'll care more about you and your family, or who'll be more deeply committed to the realization of your financial goals than us.
We will invest your capital as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us.
We promise to tell you the plain, unvarnished truth all the time, especially when you may not want to hear it. Understand clearly that investment returns are not guaranteed and financial markets go down as well as up. Also understand that we do not control the financial markets.
Because you have placed special trust and confidence in us, we are committed to making sure you receive lifelong impeccable advice and service. We will do our utmost to create an environment that will perpetuate the continuation of our high quality relationship, even in the event of the death, disability or retirement of the principals of our firm.
We provide a disciplined financial planning approach based on the absolute conviction that capitalism will always work, and we insist our clients plan, and then stick to their plan. Beyond that, we encourage them to believe, because we know that in investing, optimism is the only long-term realism.
We absolutely forbid our clients to worry, because in a very real sense that's what they are hiring us to do. One of our most important responsibilities is to provide reassurance and comfort in times of adversity. If you're going to pay for our financial planning and investment counsel, and then worry about it, you haven't gained the peace of mind for which you're paying us.
We believe that success is never final, as we work together and continuously achieve one goal after the other.