Nurturing wealth so you can live a longer, better life in retirement
Our Promise to You
As a practice that puts clients above all else, we want you to have the highest level of confidence in doing business with us at Palmer Planells Wealth Group. The integrity, strength, and stability at the foundation of our practice offer the most important protection for your accounts.
Palmer Planells Wealth and its associates take seriously the trust and faith that our clients put in us. Here are some key promises we make to you:
- We will ALWAYS act in our client’s best interest. No thought or decision will be made without that key principle. We will always follow the fiduciary standard on advisory accounts. As CFP® professionals, Jaime and Jack have a legal and ethical standard that is taken very seriously.
- All decisions and advice are predicated on our seven wealth management issues and with all of these in mind. (These issues include, but are not limited to: Retirement planning, tax planning, investment planning, banking and credit, gift planning, succession, planning, and insurance with risk mitigation planning.)
- Comprehensive financial planning will be the cornerstone to all the decisions we make. These plans will be updated during each meeting, as without proper data, our advice cannot be accurate. It is imperative that a financial plan is done so advice is precise to your situation and needs.
- We have a duty of confidentiality to our clients. This means we cannot share your information, discussions, or any scope of our relationship with anyone else without your express consent. (Unless required by law.)
- We will be transparent and truthful at all times. This means sometimes we will say things that would be very direct or candid. Our goal is to make sure we are advising you to the best of our capabilities.
- We strive for phenomenal customer service and communication. We mandate that all clients regardless of assets under management, feel as if they are our #1 client. That means always calling back right away and always keeping you informed of decisions and strategies we make.
