Client Service Commitment

Recognizing your time is valuable, we are committed to providing prompt personal service. We devote the energies, strengths and resources of our entire group to helping enhance your financial success. Above all else, we take pride in our high level of professionalism and strong ethics, and value our relationship with you. We will work diligently to earn your trust and confidence.

As our client, you can expect:
 

  • To be educated about the correlation between your investment objectives and the potential risks and returns on your investments
  • Suitable investment guidance and recommendations based on our understanding of your goals, time horizon, risk tolerance and financial situation
  • Realistic discussion of the long-term historical returns and associated risks of various investments
  • Formal portfolio reviews at least annually
  • Regular updates by phone to summarize your progress and discuss changes in your life and in the markets

We look to you for complete and accurate financial information, and to be proactive in posing questions about your accounts or other investment-related topics as part of an open and respectful dialogue.

The Kief Wealth Management Group is not under any obligation to favor one investment product or service over another. We sit on the same side of the table as you do when recommending money managers and investments for your portfolio. Our review and recommendations are independent and unbiased. Our only obligation is to you.