Agent Photo

The life you want to live …
the way you want to live it.®

Dolf makes a PACT with his clients. PACT is an acronym that stands for the four expectations clients have of their financial advisor.


"P" stands for Protection. Clients value an advisor who will strive to help safeguard their assets.

"A" stands for Attention. Clients value an advisor who pays close attention to all aspects of their financial affairs.

"C" stands for Coordination. Clients value an advisor who ensures that all recommendations are well-coordinated and well-aligned under a single overarching financial strategy.

"T" stands for Transparency. Clients value an advisor who actively looks for potential conflicts of interest and discloses each one.

 

Send Us An Email







Thank you! Oops!

Recommended Content

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?