Your Role

The key to planning your future is an open line of communication

between us. Help me 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 me about yourself. The more I know about you and

your family, the better I can address your needs. But I won't

act on a hunch. I'll only act on what you tell me is important

to you.

Learn from this process. This is a dialogue. You'll want

to ask lots of questions about my recommendations. I encourage

you to ask for explanations and details and to challenge me

when you think I've left something out.





Work together. My job is to guide you. Your job is to

decide whether you're comfortable moving ahead on the basis

of my recommendations. The decision will always be yours.