Expectations

Investment Planning with Russell Wealth Management

Keys to a Successful Relationship: What You Can Expect

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

We will:

• treat you with respect, honesty and dignity.
• act as your agent, putting your interests first.
• strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time frame.
• propose strategies customized to your situation.
• explain the implications of the strategies we propose.
• update you by email, mail, and phone.
• meet with you at least once a year to review your Personal Financial Policy Statement.

 Keys to a Successful Relationship: What We Can Expect

Effective communication and mutual respect are essential to a successful partnership, so we expect:

We expect you to understand that our recommendations are always based on your best interest. As our client, you need to know that all investment, tax, estate, and insurance advice will be based on the information that you provide to us. We expect you to participate enthusiastically in the investment planning process. Finally, since the growth of our business is achieved through qualified personal recommendations, we expect you to give us an honest opinion of our services and to introduce our services to others.

Keys to a Successful Relationship:  Mutual Responsibilities

Working together is essential to effective investment planning. To this end, we both need to make your financial strategies a priority.

We will:

• agree to keep each other informed of any new developments that might affect these strategies.
• agree to take the time to regularly review your Personal Financial Policy Statement.
• both be honest and forthcoming about your financial situation.
• work to develop mutual trust, respect, and understanding.