We help people make conscious well informed decisions about their own and their family's future financial security rather than allowing those decisions to be made passively, by neglect. We then assist in implementing those decisions as smoothly as possible.

We do this through  seven commitments that together describe what makes our team so excellent and successful. This is acknowledged by four phrases that we hear frequently from our clients.

"I feel like you really care about us."

Commitment #1 is to be Holistic - there are many approaches to financial planning. Ours begins with a commitment to get a complete picture of everyone we work with before "prescribing" a financial plan. That plan very often includes our multi-team of professionals (CPAs, EAs, Registered Investment Advisors & Estate Planning Attorneys); all working for you. Each professional is committed to caring for and servicing the holistic financial needs of the people they work with.

"Your independence gave us more options to choose from."

Commitment #2 is to provide truly independent advice. We're 100% unaffiliated with any financial institution, insurance company etc, which is very unusual in our industry. As a result, we commonly offer a range of options from different companies and a perspective on financial planning that is not generally provided by 95%+ of the others in our industry.

"I have more peace of mind now that you've helped me understand my choices."

Commitment #3 is to Educating the people we work with so that they can understand and feel good about the choices they make.

"Your accurate and efficient service made it easy and convenient for us."

Commitment #4 is to Smooth and Easy Implementation. To anyone who has interacted with the large financial institutions that hold our money, it is clear that getting them to do things is not an easy task. Much of our team's time, effort, and expertise go into making this daunting task look easy.

Commitment #5 is Attention to Order and Detail. Attention to detail and organizational skills make a huge difference. Every letter or check box on a form, every post-it note with instructions, the order and completeness of every folder in a client's file - all of it makes a big difference. Everyone on Edward Storer & Associates Team, including Ed most of all, is compulsively obsessive about this. As a result, we don't have to do much "firefighting" in our office, and whatever does come up can be handled swiftly and smoothly.

Commitment #6 is to Follow-up and Follow-thru. Although we all expect people and organizations to do what they say they're going to do, most of us have enough experience in the business world to know that this is often not the norm. Our track record of doing what we say we will do and gently but persistently reminding the people we work with to do likewise, is one of the things our clients comment on most frequently and most admiringly.

Commitment #7 is to Clear, Complete, and Timely Communication. We are heavy users of the modern communications tools at our disposal - phone, fax, email, postal mail, and overnight delivery services - so that the people we work with are never in the dark about anything having to do with us. The whole team is trained to respond to inquiries within hours, if not minutes.