Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. We value your time and ours and here are a few things that are important to help us work together:

 

It’s important to:

  • Get acquainted: Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.
  • Get Prepared: The more information and financial documentation you can bring to the meetings the more effective our time can be
  • Educate your adviser: We are not mind readers. We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself: At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort: Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.