Bill of Rights

QUALITY OF SERVICE

You are entitled to a high level of proactive, courteous service from all associates at Durango Financial planning.

TRUSTED ADVISORS

You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey to True Wealth. Your Wealth advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy. Your Wealth Advisor will present portfolio reviews annually, or as often as necessary, and be available to answer the questions that matter to you as they arise.

RECOMMENDATIONS BASED UPON YOUR NEEDS

You have the right to independent and objective advice and recommendations based upon your defined needs, risk tolerances, and goals. Through a comprehensive approach to financial planning, your needs are clearly defined and constantly monitored.

CONFIDENTIALITY

You have the right to the strictest levels of confidentiality with information provided to your Durango Financial Planning team. Durango Financial Planning will protect all information to the highest standards outlined by the SEC, FINRA, state, and regulatory agencies.

TRANSPARENCY

You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions, and advisory services. All communications from the Durango Financial Planning team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

PROMPT RESPONSE

You have the right to a prompt response from your Durango Financial Planning team. As your Trusted Advisor, our team commits to a returning calls by the end of each business day. Should a request require additional research, our team will set a clearly defined time frame for redress.

TIMELY COMMUNICATION

You have the right to be communicated to in a timely manner. As your Trusted Advisor, our goal is to provide you with information before the question arises, regardless of the medium used.

EDUCATION

You have the right to continual education along your journey to True Wealth. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your Wealth Plan.

ACCURACY

Your statements will identify all account positions held, cash receipts and disbursements made through Durango Financial Planning