Service Charter

Thank you for your consideration of working with myself and my team here for financial planning at Equitable Advisors, LLC. Here you will find my service charter, a document that outlines our working relationship moving forward.

MY COMMITMENT TO YOU
➢ Always act in your best interest in providing the most suitable advice tailored to your individual situation
➢ Provide strategies and recommendations to help meet your financial goals and objectives
➢ Complete confidentiality and the highest standard of customer service
➢ Timely response of all emails and messages

SERVICE STANDARDS
➢ Ascertain your financial circumstances, needs, vulnerabilities, risk profiles, and other objectives before making any recommendations
➢ Provide you with clear information about the products and services we offer, including any associated fees and risks
➢ Pre-determined review cycle

EQUITABLE ADVISORS’ VALUES
➢ To assist clients in achieving financial wealth and freedom through a holistic mindset
➢ Provide timely and quality advice
➢ Be proactive and innovative in our approach
➢ Take pride in the work we do for our community

EXPECTATIONS
To help me give you the highest quality advice and service, I ask you to:
➢ Please promptly return phone calls or emails
➢ Provide complete and accurate information, our recommendations are based on the information you give us
➢ Be open and honest in your dealings with us (Suggestions are always appreciated)
➢ Inform us of any changes to your personal circumstances
➢ Ask questions and provide feedback

WHAT YOU GET WORKING WITH US
➢ A plan designed to help you meet your financial goals and objectives
➢ Administrative help regarding rollover calls and paperwork
➢ Ongoing financial advice, market updates, and access to our comprehensive planning tools
➢ An open line of communication to discuss any financial questions you might have