Client Bill of Rights

You have the right to an extraordinary level of proactive and courteous service

You have the right to accurate third-party reporting on all managed accounts

You have the right to clear communication, analyses, research, and guidance

You have the right to a transparent relationship and a clear understanding of all costs

You have the right to independent, unbiased advice and recommendations

You have the right to continuous education, including analyses that illustrate reasonable expectations and realistic scenarios

You have the right to the highest level of confidentiality and security regarding your personal financial information

You have the right to a team of financial professionals who continuously hone their skills through rigorous education