Your Client Bill of Rights

 

 

 

 

 

  • You have the right to work with an advisor who will focus on understanding your unique goals and needs, then develop a plan to reach them.
  • You have the right to work with an advisor who will offer guidance when you are faced with financial decisions because of changes in your life.
  • You have the right to expect your advisor to be dedicated and competent, and maintain a Fiduciary duty to act in your best interests.

  • You have the right to have fees outlined and explained to you.

  • You have the right to courteous service from your advisor and each associate of our firm.

  • You have a right to consistent, open communication from your advisor.

  • You have the right to strict confidentiality and protection of your personal and financial information.

  • You have the right to work with an advisor who will guide you and your family for your life time.

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