Financial advisor, Dave Olivieri, says it best. Our method cannot be summarized in a step-by-step process, nor can it be outlined in a diagram. The truth is… it is a lifetime commitment which never ends because every one of our clients has their own unique situation filled with different challenges, goals, and values which are constantly changing, not only through their lifetime, but throughout their family’s lifetime.
Many of our clients have been loyal to us for over 30 years and we regularly work with second and third generation family members. We have found confidence working with individuals, families, and business owners who, instead of doing it themselves, continually look to us for financial guidance while having the trust in our abilities knowing we strive to make better decisions on behalf of them and their family.
Throughout our lifetime commitment, there are several guidelines that we continually follow and they are:
Without following these essential guidelines, our job would not be meaningful.