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.