We are committed to delivering exceptional client service to our clients while we work hard to help you meet your financial objectives. At the same time, we recognize that both of us have a role to play to ensure that our relationship is successful. This client service agreement outlines what you can expect from us, and what we expect from you.
What We Offer
We offer a complete range of financial planning services, including financial planning, retirement planning and estate planning. We also maintain relationships with an extensive network of professionals, including accountants and lawyers, should you require specialized services.
Who's On The Team?
Apart from myself, your Investment Advisor, Maritza Lutchmedial (Executive Assistant), Randall Perando (Social Media & Administrative Assistant), and Frank Small (Administrative Assistant) are also available to assist you with any request or concern you may have.
When Will We Meet?
Once a year, we will schedule a face-to-face meeting for approximately one hour to review your portfolio's progress and discuss any adjustments that may be needed. We are able to meet more frequently upon request.
When Will We Call Or Email?
We will touch base with you at least once every eight weeks by telephone or email to see if you have any questions regarding your portfolio or the stock and bond markets in general. In the interim, we encourage you to contact our office if you need to speak with us for any reason.
How Quickly Will We Respond?
Our team is committed to responding promptly within 24hrs of receipt of your email or phone call.
How Can You Learn More?
We send frequent information emails with brief updates on the stock and bond markets. In addition, you will be invited to attend our various client events scheduled throughout the year on topics of general financial interest.
What We Need From You
We expect you to describe your long-term goals and risk tolerance accurately, and to give us all the information we need to design an appropriate financial plan for you. We also expect you to inform us if your situation or objectives change in any way that will affect your financial plan.
We look forward to working with you for many years to come.