A Registered Investment Advisor
(541) 678-5475

What To Expect

First Meeting

We invite you to come in for a complimentary general assessment of your financial situation. Our first meetings with potential clients serve mainly to get to know each other so that we can mutually decide to move forward if our services can be beneficial.

Our Commitment

Financial planning is an ongoing process reflective of the events that occur in the lives of clients. Continuous investment advisory services are provided to carry out client’s long-term objectives. Our commitment is for the entire term of a client’s goals, through retirement, and often extending to the next generation within a family.

Compensation

The work done for clients is predominantly on a fee basis. Advisory fees are based on the asset value of a client’s investments. This insures that all investment decisions in a client’s account are made for their benefit. Fees vary according to the type of investment appropriate to their situation and will always be explained clearly in advance of any investment decisions.

Ethical Standards

The Focus is on the needs of clients and objectives are met with integrity and complete honesty. On-going communication is maintained with clients and all their information is kept totally confidential.

As a CFP® professional, Jack is held to the highest standards of ethics and professional responsibility. He is obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients.

Get Started with a Complimentary Portfolio Impact Assessment for SRISign Up
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