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Our Partnership With You

Comprehensive Wealth Management

Comprehensive Wealth Management

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.

We need you to know that our recommendations are always based on helping you pursue your financial and lifestyle goals.  It is important you understand that all advice will be based on the information you provide to us.  Therefore, if we are to provide advice best suited to you, we need you to fully participate in the financial planning process with us.  We will always work together in the spirit of mutual trust, respect, and understanding.

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. 

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