Client commitment

Client commitment

To ensure your financial success, we will

  • Learn about your current financial plan and life goals
  • Develop a personalized investment portfolio
  • Provide monthly income as needed
  • Explain our recommendations in words you understand
  • Ensure your investment strategies are tax efficient
  • Monitor your plan regularly to ensure it stays on strategy
  • Openly discuss investment management costs
  • Work with your other professionals to coordinate your finances
  • Help you plan for major life transitions

To keep you well informed, we will

  • Be available to answer your questions
  • Return phone and e-mail messages quickly
  • Contact you regularly
  • Meet in person as needed
  • Provide year-end tax reporting
  • Provide you with online access to your accounts
  • Invite you to educational seminars
  • Send you Dave’s newsletter – “Investment Insights”