We’ll add our strengths to yours.

• I will always put your best interests first.

• I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

• I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

• I will avoid conflicts of interest. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

As YOUR Financial Advisor, I’ll add this:

• I’ll listen to you. And understand what you need me to know before sharing my knowledge.

• I’ll leave you alone unless we’ve got something to talk about.

• I won’t assume that your retirement dream includes a sailboat, a beach or a surfboard. If it does, great – you just won’t see that crap from me.