Core Values
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Principle 1 - Integrity Provide professional services with integrity. In everything we do, we strive to earn your trust. We do this by being completely honest, doing what we promise we will do and only making recommendations that are in your best interest. We look at you as friends and partners, not account numbers. |
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Principle 2 - Competence Maintain the knowledge and skill necessary to provide professional services competently. We service you through a team of professionals that include a financial planner, investment manager, insurance specialist. These professionals all work together to develop and implement the strategy to best accomplish your goals and objectives. |
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Principle 3 - Objectivity Provide professional services with objectivity. Our financial planning services are advisory only; no products or services are sold as part of the financial planning process. We serve as your consultant. We do not have any proprietary products. |
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Principle 4 - Clarity Provide information that is clear and straightforward. We provide clear, comprehensive quarterly performance reports that are easily understood and show how your consolidated investments are per-forming. Our custodians also provide you with regular account and tax statements. |
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Principle 5 - Security and Confidentiality All client information is kept secure and confidential. We do not maintain custody of client assets. We adhere to a strict client confidentiality agreement and do not share any personal client information with unauthorized third parties. |
