YOUR ROLE

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Creating a financial blueprint is a two-way street, which means that the key to getting maximum value from our experience is good communication and open dialogue. Building trust and rapport is critical to a successful long term relationship.

  • Get acquainted. Please contact us to arrange a meeting for a review of your situation and to discuss your goals and objectives.
     
  • Educate your agent. We may be able to 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 a lot of questions. Be inquisitive. Ask us for details and explanations about our recommendations and how certain plans may work.
     
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember all decisions are yours. Make sure you're comfortable with the outcome.

 

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,883.25 +1.74%
Nasdaq Composite 7,472.41 +0.61%

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