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 has been working with individuals and businesses since 2008. We are dedicated to developing lasting relationships with all our clients. We believe in helping clients assess their financial goals and participate in the management of their 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.

 

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