In exchange for your vote of confidence to develop a financial blueprint, we pledge to work diligently on your behalf to help ensure that your needs are fully met today and in the years to come.
We also want you to know that we believe strongly that making our individual relationships truly succeed requires sharing our expectations at the outset. And that is the purpose of Our Pledge to You.
As Your Financial Services Professionals, We Commit To:
Help make sure that you have the most appropriate protection to suit your needs on an ongoing basis.
Provide you with access to other financial services to address your changing needs.
Contact you periodically to help assess your financial blueprint.
Be available to service your blueprint as they change and respond to issues of importance to you.
Make your financial blueprint an ongoing priority of ours.
As Our Client, We Ask That You Commit To:
Keep us informed of significant developments in your life, such as a career change, purchase or sale of large assets, inheritance, home purchase, birth of a child, or change of contact information.
Contact us first regarding questions concerning your financial blueprint, policy benefits, or other financial services you might need.
Be candid and ask for a better explanation if you are ever unclear on the reasons for our recommendations.
Refer your friends and associates to us if you are pleased with our relationship and it meets your expectations.
Again, thank you for your confidence. We at Griner-Isom Financial Strategies look forward to a long and mutually rewarding business relationship.
