- That you will never find
another financial adviser who will care more about you and your family or who
will be more deeply committed to your personal realization of the five great
financial goals of life.
- To assist you in defining
your financial goals and determining a course of action.
To invest your money as
carefully and skillfully as we do our own. We know that your goals for
your family's future are as sacred to you as ours are to
To always tell you the truth,
especially when you may not want to hear it but need to hear it.
That we will never tell you
we can do something we cannot. Nor will we tell you we are going to do
something, and then not do it. When you ask us a question the answer to
which we don't know, we promise to say "We do not know" and then move heaven
and earth to get the answer.
To persuade you, if
necessary, to do things you may not want to do in order that you may have what