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 value propositions: 

Your Experience Means Everything To Us   ~   We Value Our Relationship

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 newest financial planning resource (powered by eMoney)
  • 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 to us remotely while you are traveling out of state
  • Safe storage of your documents via an electronic vault
  • 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®


Kelly Terry
Client Care Administrator