We commit....

• 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 us.
  

• 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 you want.