Client Bill of Rights

We understand your financial resources and goals are an extremely significant part of your life, so we provide a client bill of rights to address any concerns you may have. At John Boyer, Inc., you have the right to:

1. Financial expertise that is current, objective, and customized to your unique situation
2. Personalized service that includes a clear understanding of your needs and concerns and prompt communication that your needs have been correctly interpreted
3. Help with prioritizing your short- and long-term goals and objectives to develop a plan to achieve those in the most efficient manner
4. A critical evaluation of available investment and insurance solutions with focus on suitability for your needs
5. Performance of your overall financial plan including the investment and insurance solutions
6. The same respect for your money from your financial advisor as you have for it
7. Information that is delivered in a timely manner and in a way that you clearly understand, whether it be written or oral
8. An advisor who is up-to-date on developments in law, taxation, economics and practice technology to best serve your needs
9. An advisory team that takes a personal interest in working with you and your family for the long-term
10. An advisor who has the education, experience, competence and ethical business practices that make him/her recognized as a top professional in the field