Partnership Agreement

Our Pledge to You

• Commitment to telling you the plain, unvarnished truth
• We will invest your capital as carefully we do our own
• We will provide you with unbiased research
• When we tell you we will do something, we do it
• We will be deeply committed to the realization of your financial goals
• We will update your financial plan as your needs change
• Communication regarding the stock market will be timely and consistent
• We will respond to all communications within one business day
• Our staff is easily accessible, friendly and knowledgeable
• Take diligent notes for all meetings and conversations
• Maintain copies of important documents
  
  

We Ask that You

• Commit to telling us the plain unvarnished truth
• Call our firm when you need Advice or Service
• When you tell us you will do something, please do it
• Work with us in a spirit of mutual trust
• Be clear and upfront about your true intentions
• Ask questions - we want you to understand our strategies
• When you agree to our advice, allow our office to implement the advice in a timely manner
• Let us know if a material change occurs in your situation so we can adjust our advice or strategy accordingly
• Utilize Scott Hemmann, Client Service Director, as your primary service contact
• Please match our urgency when returning phone calls and emails
• Please use voicemail effectively