Client Bill of Rights
At Golden Wealth Solutions our advisors are committed to:
- Ongoing monitoring and regular reviews of your financial plan, accounts, investments, insurance protection, estate and legacy planning
- Ongoing monitoring and regular reviews of your financial plan, accounts, investments, insurance protection, estate and legacy planning
- Communicate complicated financial concepts in simple terms our clients understand
- Acknowledge any errors and correct without delay
- Address all phone calls and electronic communication in a timely and responsible manner
- Receive accurate and timely statements on your accounts, including details of each transaction
- Treat other with respect and integrity at all times
- Strict client confidentiality and privacy
- Full disclosure of fees and risks associated with any recommendations
- Suitable recommendations based on our client’s risk tolerance, time horizon and goals
- Continue and maintain the highest level of education and training to provide our clients with accurate and timely information and recommendations
- Set an example to be a leader in society.
As a client of Golden Wealth Solutions, we ask you to:
- Provide and disclose all pertinent information about your financial status and investment objectives.
- Inform us of any changes in your financial situation and any major life events, such as a new child, job change or loss, marriage or divorce, etc.
- Let us know when we have not met your expectations
- Let us know if you are not comfortable or do not understand any recommendations or information that we discuss
- Read all sales literature and prospectuses provided to you
