with clients and potential clients, I pledge to always:
• Diligently strive to understand my client's
needs and wishes as he/she looks to me for financial
• Make proposals and offer ideas which I would
want presented to me if I were in my client's position.
• Seek out and utilize every possible resource
in designing programs for my clients.
• Stay in touch with all my clients on a regular
basis to make my counsel available whenever it is needed.
• Remain current with my professional development
to insure that my clients receive ideas which are timely
and that they are able to utilize their financial advantages
to their greatest advantage.
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