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