Your Role
Creating an insurance and financial blueprint
is a two-way street, which means that the key to getting maximum
value from our relationship is communication and candor.
It’s important to the Fancher Financial
Services Team that you:
- Get acquainted. Please contact us to arrange
a meeting to review your situation and discuss the products
and services that can help you.
- Educate Us. Don't expect us to be a mind reader.
We may anticipate many of your needs, but will not assume
anything. That's why it's so important that you be candid
in providing information.
- Educate yourself. At the same time, you too should
ask a lot of questions. Be inquisitive. Ask us for details
and explanations about recommendations and how certain plans
may work. Remember, >the only "dumb question" is the
one that isn't asked.
- Make it a team effort. Let’s work together. Listen
carefully to the recommendations, but remember — all decisions
are yours. Make sure you're comfortable with the
outcome.
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