At Independent Financial Planning, we pride ourselves on prompt client service. There are no long phone menus saying, “We value you as a client” or “Your call is important to us”. You actually are important to us, and we show it by our actions. We try to pick up every call or return calls quickly, and if you send us an email you can expect a response within 24 hours.
No doubt you have already read the Kiplinger Personal Finance column by Bob Frick that appeared in the Sunday, May 30, 2010, Washington Post Business Section. I believe this is the most well written article I have ever seen, which sums up all the benefits to be gained by a close relationship with a financial advisor. You, as our financial advisor, have helped us in all the ways enumerated in the article besides the basic ones of moving in and out of investment positions. I'm talking about transitioning into retirement, allocating our assets, not timing the markets, understanding our risk tolerances and investment goals, and all the other services in the article. I even have a better understanding of how our method of compensation is the one that provides the most incentive for you to do well by us.
What I am saying is that you do a great job in all the areas of your clients' needs.
