Your Role

The key to planning your future is maintaining an open line of communication. We’re here to understand how we can best help you. It’s important to:

• Get to know each other. Let’s set up an appointment to review your individual circumstances so we can discuss the products and services that are most appropriate for you.

• Share your story. The more we know about you and your family, the better we can address your needs. We’ll never act on assumptions—our actions will be based on what you tell us is most important to you.

• Learn from this process. This is a dialogue. We encourage you to ask questions, request explanations, and challenge us if you feel something is missing. Your engagement is key to making this process successful.

• Work together. Our role is to guide you; your role is to decide whether you’re comfortable moving forward with our recommendations. The final decision will always be yours.

Together, we can create a plan that aligns with your goals and gives you confidence in your financial future.