Your Role

Solving a complex need or developing a multi-disciplined plan is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.


It’s important to:

• Get acquainted.   Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.   One of my few requirements is that I must insist that I meet with both the husband and wife (in cases where the potential client is married).  I will not put one of you in the position to "explain" to the other what was discussed.  Nor will I do the work twice (conducting a second briefing) when it could have easily been done once.  Also, God forbid you kick the bucket.  I would rather not meet your spouse for the first time on this very stressful occasion.
   
• Educate your Adviser*.   Don't expect us to be a mind reader. We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.   I do not share any information about you, of any kind, without your EXPLICIT permission.  Confidentiality is one of my highest priorities.
   
• Educate yourself.   At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked. 
   
• Make it a team effort.   Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome. 

 *Michael Shipman and Donald "Spike" Borawski offer investment advisory services as Financial Planners for Eagle Strategies LLC, A Registered Investment Advisor.