What to Expect

When you partner with a financial advisor, you expect the utmost attention to your needs, goals, and objectives. We agree! Every P.E.G.G financial advisor is guided by a set of service principles that ensure we meet your needs and exceed your expectations.

P.E.G.G Principles of Service

First and foremost, we’re firmly committed to your success in realizing your goals. We get to know you and your family on a personal level, so we can develop strategies that are truly customized to you, your needs, and your objectives. We take a holistic approach to financial advising – looking at your entire financial picture and offering personalized strategies and solutions that work together seamlessly.

We hold ourselves to the highest fiduciary standards and maintain transparency in everything we do. By providing clear communication and education, we empower you to enhance your financial acumen so you can make the most informed decisions. And by explaining the most complex concepts in simple, easy-to-understand language, we help you take charge of your financial future.

Our values always serve as our guide in working with you. As a P.E.G.G client, you can count on us to treat you with respect, conduct ourselves with integrity, provide honest advice and feedback, maintain your confidentiality, and guard your data privacy diligently.

Our Partnership

P.E.G.G financial advisors are fully committed to your financial success. Our partnership works best when we share common goals and expectations.

• We depend on accurate information to develop effective financial plans – so we ask that you share the most up-to-date information about your financial goals and risk tolerance and keep us informed of any major life changes.
• You need to fully understand the investment choices you’re making – so we ask that you read all sales literature and prospectuses and let us know any questions you have.
• We take our commitment to your financial success seriously – so we work to ensure you’re clear and comfortable with the strategies, investments, risks and costs associated with your financial plan.
• You expect full transparency – so we always disclose every fee or commission related to our transactions and services.