Your Role

The key to planning your future is an open line of communication between us. Help us understand how best to help you.

It’s important to:

Know each other. Please call me to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you.

Tell us about yourself. The more I know about you and your family, the better I can address your needs. But we won't act on a hunch. We will only act on what you tell us is important to you.

Learn from this process. This is a dialogue. You'll want to ask lots of questions about our recommendations. We encourage you to ask for explanations and details as well as to challenge us when you think there is something left out.

Work together. Our job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of our recommendations. The decision will always be yours.