Importantly, all of our clients receive the same level of high quality services. We don’t differentiate clients by the size of their accounts or the number of services that they allow us to provide to them. FDP clients receive our commitment to providing ongoing two-way communications; you will help us devise your communication strategy and it will only be limited by your wishes – not by ours.
Quarterly meetings and an annual check-up are mandatory to keeping your financial and life plans on track regardless of where in the life cycle you are. But to us these are minimum standards. If we come across some information we think you will find of interest even if unrelated to your investments, we are going to call you to discuss it. Likewise, we want you to feel comfortable doing the same.
This communication dynamic helps build trust, a vital component in a long-term relationship. And that is our focus – to build long-term relationships with our clients that assure that they are taken care throughout their lives, and that the transition from accumulation to distribution to transfer is seamless and enjoyable.