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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.