Your Role

The key to planning your future is an open line of communication between you and your financial advisor so that he can understand how best to help you.


It’s important to:

Know each other. Please call your advisor to set an appointment to review your individual circumstances, so you can discuss the products and services that may be most appropriate for you.

Tell your advisor about yourself. The more he knows about you and your family, the better he can address your needs. He won't act on a hunch, but will only act on what you say is important to you.


Learn from this process. This is a dialogue. You'll want to ask lots of questions about your advisor's recommendations. You are encouraged to to ask for explanations and details and to challenge him when you think he's left something out.


Work together.  Your financial advisor's job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of his recommendations. The decision will always be yours.