WHAT’S BEST IS BETTER THAN WHAT’S EASY We know that doing what’s best isn’t always easy. As your financial professional, sometimes it means having difficult conversations about the future. It means asking you questions that might make you uncomfortable. And while we want to make the process as smooth as possible for you, we’re also not afraid to drive the process when we know it will improve your outcomes. It’s our job to help you think through your financial decisions, and we do everything we can to ensure you make the best choices for the life you want to live. Sometimes initiating change is uncomfortable, but it’s always worth it. THERE’S A TIME TO THINK AND A TIME TO ACT Your finances are an intensely personal matter. That’s why our work with you is as much about building a relationship is as it is about taking action. We firmly believe that the best decisions are made when you’re in a healthy state of mind, which is why we’ll never pressure you to make a decision when you’re not at peace. If the unthinkable happens and you find yourself facing choice you never thought you’d have to make, we’ll encourage you to take some time for yourself. And when the time is right, we’ll be there to help you move forward, offering trustworthy guidance every step of the way.YOUR PRIVACY MATTERS How you manage your money is no one’s business but your own. For us to help you make the best decisions, you’ll need to share personal information with us—the more we know, the better we can guide you in the right direction. We know it’s not easy to share every detail of your financial world, which is why we promise that everything you disclose to us begins and ends in our office. We’re committed to respecting your privacy and earning your trust when it comes to your financial details. If we need to refer you to someone for additional services, we’ll even find trusted professionals outside of your local circle to ensure your privacy is protected and only the essential players are privy t