Refer A Friend...

Over the years many of my clients have asked me to speak with one of their friends or colleagues concerning financial planning. When my clients ask me to speak with family, friends, and co-workers, it shows me how valued I am by my clients. I consider it an honor and a privilege and have been happy to accommodate their wishes.

I want you to be aware of the standards by which I comply with such requests:

First, confidentiality is the cornerstone of my business. Each of my client relationships is distinctly separate and totally private.

Second, thoughtful and courteous service is guaranteed. This is a people business.

Finally, I will never give advice and counsel to a client without thoroughly understanding his or her needs.

I want to make certain that when you would like me to speak with a friend, relative, or associate, you will feel comfortable with my professional standards.