Our Partnership With You
Our Partnership With You
We provide comprehensive wealth management in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you pursue your wealth and lifestyle goals.
What You Can Expect From Us
You can expect that we will consistently and responsibly perform all services related to providing, reviewing, and ongoing monitoring of the wealth management solutions we implement on your behalf. We are passionate about providing you with the fundamentals of our Anton Financial Experience.
What We Can Expect From You
We have learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include:
- COMMITTMENT to us as your trusted Financial Advisor Team
- TRUST in our abilities to provide you with recommendations and advice
- DISCLOSURE about what matters most to you
Mutual Responsibilities
Having a solid partnership is essential to effective wealth management. We both agree to make your wealth management a priority and will keep each other informed of any new developments that might affect these strategies. We will also agree to take time to regularly review what matters most to you.