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Client
Bill of Rights
At Shine Financial Inc., We Promise You That . . . |
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1.
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Our primary commitment is to place our clients' financial well-being
above all else.
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2.
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We recognize each client as a unique individual with his or her
own values, lifestyles, expectations, and financial history. Recommendations
are developed and services and products are provided with this
uniqueness in mind.
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3.
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All recommendations and services are developed in consultation
with each client.
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4.
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For clarity of understanding and monitoring progress, recommendations
are presented in writing.
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5.
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As Certified Financial Planners and Registered Investment Advisors,
we are committed to continuous learning in order to provide our
clients with the most up to date and competent advice.
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6.
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All client relationships are confidential.
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7.
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Thoughtful and courteous service is guaranteed.
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8.
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Quality of products and services is of highest priority.
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9.
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We will be truthful in all we say and do.
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10.
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Above all, we are dedicated to building a long-term relationship
with each client.
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