AL HEWITT INC. WILL:
- Act objectively in all matters with clients and not direct clients into investments or products for commissions or kickbacks. Client fees are our only source of compensation.
- Provide education to our clients and help them to achieve their goals.
- Never indulge or participate in any matter or activity involving fraud, backdating of documents, etc.
- Recognize our common welfare depends on continuing professional education and therefore will take advantageof programs that will improve our professional competence.
- Agree never to endorse, finance, or lend the AL Hewitt Inc., name to any related facility or outside enterprise.
- Maintain the highest level of professional integrity in relationships with clients, associated professionals, andgovernment officials.
AL HEWITT INC. IS COMMITTED TO YOU:
- We are committed to independence as a fee only financial planning and investment management firm. AL Hewitt Inc. does not accept compensation from third parties for any of its recommendations, nor does it accept or give fees for referrals to other professionals. We will seek to remove any and all conflicts of interest from our relationship.
- We are committed to acting as your fiduciary at all times. We will treat your assets, personal information, andvalues with the same care we would demand for ourselves.
- We are committed to protecting your privacy. Your personal information will be held in strict confidence andwill never be shared with third parties without your prior consent.
- We are committed to integrity. With that, we are committed to our company values and they will never becompromised.
- We are committed to being non-judgmental. We will respect your dreams and values as you declare them, and we will tailor our advice and service to the extent that you share them with us.
- We are committed to providing you with supreme service. Our staff will respond to your e-mails and phonecalls as soon as possible. In addition, we will assist you by any means necessary to provide you with requestedinformation or follow through on the implementation of any recommendations.
- We are committed to earning your complete trust in us.