What if I decide down the road that this relationship isn’t right for me?
We make an effort to only accept clients who we feel would be a good fit for our services. Occasionally, however, circumstances change and it becomes necessary to part ways. A client can simply let us know that he or she does not require our services any longer. Likewise, we reserve the right to inform the client if we would no longer like to provide those services. When that happens, we simply de-link our firm from the client’s account. We do not charge any fees or penalties for terminating the advisor-client relationship.