Client Bill of Rights

• Your personal interests are first and foremost
• We have the essential credentials necessary to provide quality professional work
• We are professional, courteous, sincere, sensitive, and treat you with respect
• No product is “sold”
• No service is suggested if not needed
• You know in advance how the process works, what is expected, and the fee
• There are no hidden fees; no hidden agenda
• Your fee will be competitive and reasonable
• No client is accepted unless potential payback can be identified
• All information remains confidential
• In this partnership, you will be taught as opposed to being told what to do
• Honest attempts will be made to answer questions and explain concepts to help make you an informed investor
• Be responsive in a timely manner to the extent possible
• Work with other professionals as you desire
• You have the ultimate, full control over your money

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