Your Role

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Creating a well designed plan is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.  It’s important to:

 

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.  We can meet at a location of your choosing or we can have a "Virtual" meeting via computer if you prefer.
  • Educate your representative. Don't expect me to be a mind reader.  I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, you too should ask questions. Be inquisitive. I will provide details and explanations about recommendations and how certain plans may work, but I would like for you to be an educated consumer.  Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours.  I want to make sure you're comfortable with the outcome.

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