Our Client Bill of Rights
1. QUALITY OF SERVICE
You are entitled to the highest level of courteous service from all members of the Morgan Financial Group team.
2. 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 to achieve your goals.
3. RECOMMENDATIONS BASED UPON YOUR NEEDS
You have the right to independent and un-conflicted advice and recommendations based upon your agreed need, risk tolerances and goals. Through extensive Wealth Planning, your needs are clearly defined and constantly monitored and adjusted to reflect changes in your life and goals.
You have the right to the strictest levels of confidentiality as to information you provide to Morgan Financial Group. All your information is protected to the highest standards as set forth by SEC, FINRA, state and regulatory agencies.
You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. When you have a query it is our duty to answer it in an understandable manner.
6. TIMELY COMMUNICATION
You have the right to be communicated with in a timely manner. As your Trusted Advisor, our goal is to proactively provide you with relevant beneficial information.
You have the right to be engaged in the creation, monitoring and modification of your plan as you progress along your financial life journey through engagement, our team will ensure the establishment of reasonable expectations and achievable scenarios as we develop, monitor and when necessary modify your Wealth Plan.
8. BEST EXECUTION
You have the right to best execution in all that we do. Portfolio transactions will be executed in a timely manner and promptly confirmed.
You have the right to accurate reporting of all managed accounts. Your Morgan Financial Group statements will identify all account positions held, cash receipts, and disbursements.