In working 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 advice.

• 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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