COMMITMENT TO SERVICE
Now is the time to address your financial needs and goals and select a financial professional to help you address your personal financial needs.
If you choose to work with me, I promise to work toward earning your trust and gain an understanding of what is important to you. To help you work toward achieving your stated financial goals and objectives with insurance and financial products, I use an approach that includes:
- an evaluation of your current financial needs and goals
- a strategy for helping you pursue a more confident, brighter financial future
- a choice of insurance and financial products and services that are appropriate for your financial goals
- an ongoing relationship, including mutually agreeable reviews of your financial needs
- a commitment to work with you and your professional advisers, such as your lawyer and accountant
- Whether it's funding for education, retirement, or other financial objectives, I'm available to assist you if you're ready to take the next step.
The measure of life, after all, is
not its duration but its donation
- Corrie Ten Boom
JOHN'S PROMISE
I promise to work toward earning your trust and gain an understanding of what is important to you. I will listen to you and then develop a strategy for helping you pursue those set goals and objectives.
Once your strategy is in place, I will offer you choices of insurance and financial products and services that are appropriate for your financial goals.
Together, we will agree upon how often your financial situation should be reviewed, and I will commit to meeting with you to discuss making appropriate adjustments as your goals change.
Above all, I promise to serve you with respect and integrity at all times. These are the cornerstones of my business.