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I don’t want to be pressured into making financial decisions that don’t work for me. What safeguards are in place to help protect me from losing control of my money?

April 26, 2017decisions don’t financial help pressured protect safeguards

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I don’t want to be pressured into making financial decisions that don’t work for me. What safeguards are in place to help protect me from losing control of my money?

1 Answer

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Our practice is predicated on mutual trust, advice and continual education. In terms of investment management, we do NOT believe in discretionary authority. Simply put, you control the investment accounts because we cannot/won’t make any changes without your explicit consent and agreement.