Our Ten-Point Commitment
Before you make any commitment to us, here’s our commitment to you:
- We will always put your needs ahead of our own.
- You will never feel “pressured” by any of our staff.
- We are here to help you connect to what you care about, yet, more importantly, to share a process that will work toward protecting and preserving your lifestyle, your assets and the people you care about most.
- You will receive a warm and friendly welcome from us every time you call or we meet in person.
- You will enjoy the benefits of a team of professionals who work together to give you the attention, support, information and service you should expect.
- Your time is important to us. While we strive to answer all calls within four rings, if we happen to miss you, your calls and emails will be returned within 4 business hours of receipt.
- You will get to know us on a first name basis and can ask for anyone on our team by name.
- We will continue to stay in touch with you with a frequency that works for you and with information that is relevant and current.
- If you are ever displeased with something we have done, we encourage you to tell us promptly so we can immediately address and resolve the issue to your satisfaction.
- You will be respected and valued as a client of Retirement Planning Resources.