The Senior Advisory Group Promise
We remain a resource to help our clients with the various changes in life. We will meet to make adjustments for any new circumstances, and we are always available to review whatever needs to be changed. That is one of the biggest advantages of working with us.
Because we respect and value our client relationships, we promise to:
- Review all accounts on a monthly basis
- Provide a quarterly report to our investment advisory account clients
- Affirmatively state when a change is needed (or not) on an account
- Return all phone calls within 24 hours
- Help our clients understand how to read their statements
- Always explain things in easy-to-understand terms
- Clearly disclose any commissions or fees
- Remain current in the field so we can continually provide better advice
- Be creative and innovative in the services we provide
That's the kind of relationship we build with our clients...a relationship built on understanding, reliability, and trust.
Advisory services provided through Partnervest Advisory Services, LLC, a Registered Investment Advisor. Annuity and insurance products are offered through Senior Advisory Group, Inc. and affiliated insurance agencies. Senior Advisory Group, Inc. is independent of Partnervest Advisory Services, LLC.