We can’t be all things to all people. We can only be us, for you.
We focus on what we do well — providing thoughtful answers and personal advice by asking the right questions and listening.
We believe the answers to your questions are inside of you and best harnessed through personal understanding. We’re professionals who know how to focus that understanding and awareness. We want to know what makes you tick and how we can help.
What we do is more than just dollars and cents. Your relationship with money is personal, which is why we’re here on a personal level. This is personal for us, too.
In all of this, offering trustworthy advice is not only the right way to do business, it’s the only way we do business.
Our advice revolves around three ideas:
Being healthy, wealthy, and wise.
Our firm is built on three principles:
Be Fair. Be Honest. Be Open.
Our “Life Is Too Short” Approach To Doing Business
“Some cause happiness wherever they go; others whenever they go.” -Oscar Wilde
Our firm follows The “No A**hole” Rule.
We want to do business in a first-class way with first-class people. We don’t tolerate the careless, rude, or condescending. We don’t work with people looking for the quick buck. We support our customers by being trustworthy, loyal, helpful, friendly, courteous, and kind. Life is too short to expect anything less from our team — or our customers.
We are committed to providing you with a great experience. We do our best to respond to every request the same day. For our Wealth Management clients, our goal is within the hour. We do our absolute best to take care of you, answer your questions, and address all your concerns… always. That’s our promise.
If, for some reason, you’re not happy, let us know and we’ll do everything we can to make sure you’re happy including refunding our fee. That’s our guarantee.
Our guarantee applies to the fees charged by Gross Domestic Product, Inc. No other fees, expenses, or market losses will be waived or reimbursed under this guarantee, including, but not limited to, the fees charged by issuers of particular securities.
Our lawyers want us to also say, Gross Domestic Product, Inc. reserves the right to discontinue or modify this guarantee in the future at any time in its sole discretion; which is true, but not likely.