Broker Check

Station Park Office
240 N E Promontory Suite 200
Farmington, UT 84025
(801) 791-1081

Client Commitment

 

·       Provide clear and timely communication.  

·       Resolve problems quickly and to your satisfaction.

·       Fully disclose all fees and implementing with low fee strategies. 

·       Focus on overseeing your family’s financial affairs, not marketing our practice.

·       Meet your investment performance expectations.

·       Possess a comprehensive breadth and depth of industry knowledge.

·       Always have your family’s best interests behind every financial recommendation.

·       Keep you informed of any events that might impact your family’s finances.

·       Deliver a high level of personal service.

·       Care more about you than your investments.

·       Fully understand your family’s goals and needs.

·       Help you create and execute an up-to-date formal financial plan.

·       Help you organize and keep up-to-date all your important financial documents.

·       Use outside experts (specialists) to help with other financial areas.