What Clients Can Expect From Armstrong Financial Services . . .
We will know you and what is important to you. We make it our business to understand you. We will invest our time and resources to develop and maintain knowledge of what impacts you and your financial life. Understanding you and what is important to you will help us to provide better advice to you.
We will plan the plan with you. We know that clients differ in their goals, risk tolerance and a variety of other factors that must be taken into consideration before advice can be given on any matter. We will work with you to develop a plan to meet your financial goals. By agreeing on a plan at the beginning—and adjusting it as needed—we will remain focused on what is most important to you.
We will manage your work as if we were the client. We will work with you to manage your costs. We will staff every matter with the right resources, and we will manage the work as if we were the client—delivering the highest quality of service in the most cost-effective manner.
We will be available when you need us. We recognize that you often need to make financial decisions quickly. We will be available wherever and whenever necessary.
We will communicate often. Our goal is that you will never be surprised about your planning matters. We will provide regular status updates.
What Our Clients Can Do To Help . . .
Share your goals. The more we know about you, the better we can manage our services to help you attain them.
Share your preferences for working with us. Tell us your preferred methods of communication, billing procedures, and anything else that is important to you, so that we can deliver service the way you want it.
Provide your feedback. Tell us how we are doing so that we can continue to meet and exceed your expectations.