Broker Check

Standard of Care

  • Be the comprehensive source for client needs

  • Provide trusted and knowledgeable advice

  • Create a personal experience

  • Place the interests of the client first, seeking to uphold a fiduciary standard

  • Respond to the client in a timely manner

  • Keep promises made

  • Respect the confidentiality of client information

  • Provide continuous communication

  • Provide ongoing planning as client experiences changes in life