Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Qualifications

We have been working with individuals and businesses in the area for several years. Our advisor has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We are looking forward to using our expertise to help you pursue your financial goals.

New Client Onboarding 

Introductory Meeting

-Informal

-Confirm fit with client needs and RJF services

-Fact find and discuss goals

Planning Meeting

-Present and discuss initial plan

-Tie back to facts and assumptions

-Confirm business relationship

Paperwork Meeting

-Sign & complete paperwork

-Identify any outstanding issues

-Reinforce Client Service Model