Tell a Friend
PLEASE DO NOT KEEP US A SECRET;
After experiencing our thorough approach to Financial Planning, many clients ask me to speak with their friends, relatives, or colleagues who need assistance. I consider this a privilege and a compliment. It may help you to know the standards I use to comply with these requests.
First; Confidentiality is the cornerstone of my business. I never share information about one client with another.
Second; Thoughtful and courteous service is guaranteed.
Third: I never give advice and counsel to a client without thoroughly understanding their needs.
Referrals and Personal Introductions are my highest form of compensation. We treat such confidence in our efforts as the greatest possible compliment, and we treat your referrals with the highest degree of appreciation.
If you know of someone who would benefit from this approach – and the process I just described – please let me know.
Thank you for not keeping me a secret.