I promise throughout all the years or even decades that we work together, you won't find another financial planner who will care more about you and your family than l, or who will be more deeply committed to the realization of your financial goals.
I promise to invest your hard earned dollars as carefully as l would my own. I know that your hopes and dreams for the future are as sacred as mine.
I commit to tell you the truth even though from time to time you may not want to hear it. When you ask me a question to which l don’t know the answer l will admit
"I Don't Know" and then do all in my power to find that answer.
Finally l will never tell you l can do something l can't nor will l tell you l will do something and then not do it.
Yes, you will encounter financial planners "smarter" than l and just as surely you’ll run across planners who are "cheaper" than l. (But let me tell you that you'll most certainly never find someone who is both "smarter and cheaper"). You will never in your life find a planner who you can trust more implicitly than you can trust me.
I believe that if we work together in mutual trust we will be able to accomplish our goals. With these accomplishments comes the peace of mind that "you'll never again have to worry."
I insist that my clients must plan, and then they must see their plan through. I encourage you to hope. Investing is the optimism of the long-term realism.
You as my client need to trust in me. If you worry that l have given you the wrong advice then you don't trust me and unfortunately l would not be able to handle your account on that basis. I believe that would be unfair to all of us.
I am willing to accept the responsibility of you entrusting your families' financial future to me: not to a particular financial plan or to an investment portfolio: but to me.
This is my enduring commitment to you.
