We will always:
- Explain all the risks of each investment, because every investment has a risk.
- Explain the benefits of each investment, because there is a reason we have goals.
- Explain the costs and expenses of everything we do – unseen or upfront. We want you to know, understand and agree to the costs and how we are paid.
- Explain our processes in lay terminology to the best of our ability. If you do not understand something, please stop us and ask for a more thorough explanation.
- Be honest with you, whether what we have to share is positive or negative.
- Provide quarterly reviews, or at a minimum, semiannual comprehensive reviews.
- Be here to answer any questions you may have around your financial plan,
- Listen to you about your unique situation and provide educated feedback.
- Present opportunities to try to better your "whole plan," whether or not it is investment related.
We will always hold you accountable to your goals and to live a "fulFILLed" life through our Investment "FILL"osophy - Financial Investing for Life and Legacy.