Your Role

The key to saving for your future is an open line of communication between us. Help me understand how best to help you.



It’s important to:



Know each other. Please call me to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you.



Tell me about yourself. The more I know about you and your family, the better I can address your needs. But I won't act on a hunch. I'll only act on what you tell me is important to you.



Learn from this process. This is a dialogue. You'll want to ask lots of questions about my recommendations. I encourage you to ask for explanations and details and to challenge me when you think I've left something out.



Work together. My job is to guide you. Your job is to decide whether                                                                 you're comfortable moving ahead on the basis of my                                                                                               recommendations. The decision will always be yours.