Our Commitments to Our Clientele
Our Actions will be consistent with our 3 core principals:
1. Objective and unbiased advice based on your goals and the information you provide.
2. Strict confidentiality. Since our business is based on trust and respect, it is important for us to maintain the strictest confidentiality in all circumstances.
3. Courteous service from every member of our team engaged in work with you.
4. Prompt return of phone calls and exceptional follow-up service.
5. We will work with your current advisors (CPAs, Attorneys, Real estate professionals, etc.) to provide them any information they may need in order for them to assist you in the functions they provide to the extent desired and mutually agreed upon.
6. We will coordinate your legal and tax work relating to our engagement with your various advisors or refer you to reliable attorneys and CPA’s as desired.
7. We will listen to you and ask questions until we fully understand what is important to you and what you wish to accomplish through our services.
8. For new planning clients, we will develop a comprehensive or targeted written financial plan and specific recommendations within a reasonable time following our data gathering meetings and our preliminary plan review meeting. For existing clients, we will update their financial plan and specific recommendations upon renewal on an as needed basis and within a reasonable time following update meetings.
9. Upon your request, we will prepare an implementation schedule / project plan for our recommendations that you wish to implement. We will also help to ensure that every strategy you ultimately choose to implement will be completed within an agreed upon time frame (please bear in mind that effective completion will be based on your cooperation and schedule as well as the cooperation and schedule of your other advisors, as applicable) within an agreed upon time frame.
10. We will make ourselves available as a sounding board to your family and friends concerning matters relating to the type of work we do.
Our Actions will be consistent with our 3 core principals:
- Integrity
- Leadership
- Collaborative Insight
1. Objective and unbiased advice based on your goals and the information you provide.
2. Strict confidentiality. Since our business is based on trust and respect, it is important for us to maintain the strictest confidentiality in all circumstances.
3. Courteous service from every member of our team engaged in work with you.
4. Prompt return of phone calls and exceptional follow-up service.
5. We will work with your current advisors (CPAs, Attorneys, Real estate professionals, etc.) to provide them any information they may need in order for them to assist you in the functions they provide to the extent desired and mutually agreed upon.
6. We will coordinate your legal and tax work relating to our engagement with your various advisors or refer you to reliable attorneys and CPA’s as desired.
7. We will listen to you and ask questions until we fully understand what is important to you and what you wish to accomplish through our services.
8. For new planning clients, we will develop a comprehensive or targeted written financial plan and specific recommendations within a reasonable time following our data gathering meetings and our preliminary plan review meeting. For existing clients, we will update their financial plan and specific recommendations upon renewal on an as needed basis and within a reasonable time following update meetings.
9. Upon your request, we will prepare an implementation schedule / project plan for our recommendations that you wish to implement. We will also help to ensure that every strategy you ultimately choose to implement will be completed within an agreed upon time frame (please bear in mind that effective completion will be based on your cooperation and schedule as well as the cooperation and schedule of your other advisors, as applicable) within an agreed upon time frame.
10. We will make ourselves available as a sounding board to your family and friends concerning matters relating to the type of work we do.
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC Investment Adviser Representative Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Adviser. Cambridge and StrategyCap Inc are not affiliated.
This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.
This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.