As members of the Alliance of Comprehensive Planners (ACP), our advisors are held to the organization’s standards of ethical practice. We proudly stand behind their pledge to clients in every service we offer.
Your Advisor’s Promise
In my dealings with my clients, I pledge to be:
I will consider all of your circumstances, family needs, goals, values and aspirations when making comprehensive financial planning recommendations.
I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
I will never sell you a product nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.