Client Care Commitment and Service Model
We are pleased to provide you with the following services and most importantly our commitment to create a client experience that is second to none. As your independent team, we will always represent your best interests; we work for you.
Our promise to put your needs first stems from our core value propositions:
Your Experience Means Everything To Us ~ We Value Your Trust ~
We Will Always Deliver With Integrity
Available Client Services Include:
- Expertise to support your Wealth Management needs
- Investment insight and recommendations provided by our internal research team
- Professional resources for your retirement, income, and estate planning needs
- Personalized portfolio reviews up to four times per year
- Access to IFP 360°, our financial planning resource (powered by MoneyGuidePro)
- Monitoring your risk tolerance and investment goals to be sure you remain on track
- Access to a wide variety of independent investment and insurance providers
- The convenience of connecting remotely when desired or necessary
- Periodic review of trust documents and beneficiary designations
- Coordination with your accounting and legal professionals
- Organizational leather binder to track statements, contracts, and beneficiaries
- Electronic newsletters for valuable insights and information
- Access to our website providing news, notes of interest, and timely updates
- Invitations to client events and educational workshops

John M. Gautreaux, ChFC®
Partner

Kelly Terry
Client Care Administrator
121-20170202-348733