Your Bill of Rights

Your Rights As A "Fee-Only" Investor Resources, Inc. Client

We know that your financial future depends, in part, on our ability to perform. Therefore, we focus our eforts on becoming your credible, knowledgeable and trusted financial resource.

The following Bill of Rights is ofered as a means of demonstrating our commitment to your satisfaction. We are serious about meeting your financial needs, and feel that you have the right to know what to expect when you place your business with us.

Your interests always come before ours
We receive no commissions from any action taken by our clients. As a Fee-Only investment advisor, we have no incentive to recommend the sale or purchase of anything except to advance your objectives. We work with you to develop an investment approach that fits your goals with our capabilities. Costs and risks of our recommendations will always be reviewed and addressed.

You deserve a Trusted Financial Advisor
We start every relationship by getting to know you and your specific financial needs. We will discuss what motivates you in your life and determine what is important to you about money. We will look at resources to determine your financial goals and time horizons, as well as expectations of return and tolerance for risk. In addition, all information shared with us will be held securely and in strict confidence. Since we accept no commissions, you can be sure our investment recommendations are based on one primary goal; meeting your financial objectives.

Our team works for you
The financial industry is serious business and therefore requires a team approach. The information available to you today is massive and you may have questions and concerns you would like addressed. Certainly you require a quick response to all of your questions, concerns and problems. Only through a dedicated team of professionals can the information be absorbed, appropriate recommendations made, and prompt and eficient service given to you, the client. Our team is focused on fulfilling your individual needs and works hard to provide prompt friendly service. Should we develop a business relationship, you can rest assured that we have assembled a group of talented professionals totally dedicated to service your needs.

You deserve Integrity
Nobody is perfect. Sometimes mistakes are made. We will not make excuses or point fingers. If you are dissatisfied, or a mistake is made in our dealing with you, we will resolve the issue promptly, courteously and to your complete satisfaction.

You should understand what we do
Demystifying and providing clarity is the key to your peace of mind and the foundation of your relationship with us. We take complex ideas, break them down and make them simple to understand and communicate. You should have every opportunity to understand the basics, rewards and implications of investment alternatives and services, as well as the financial planning and investment strategies we recommend. Through private meetings and educational seminars, we will always take the time to thoroughly explain what we do for you.

We will strive to add value to your life
Your business is important to us and is the reason we exist. We never forget this. We strive to create value in your life and demonstrate the tangible efect that good advice has on your bottom line.

Our door is always open for you
Two-way communication is another primary key to success. We aim to keep you constantly updated and informed via numerous channels and welcome your feedback. Anytime you wish to have a phone conversation or face-to-face meeting with a member of our team, just call our ofice. We are also available on the web, via email and traditional mail. We will respond to your inquiry promptly and courteously.

Sign-up: Free Newsletter

Register for our workshop to learn more about the differences between strategic and tactical investing and how you can take advantage of the market.