Core Values and Beliefs

Our practice is founded with one simple, yet essential, goal in mind: Design financial plans that take care of the wealth and well-being of our clients.

Integrity: We strive to always conduct ourselves in such a way to bring honor to our family, our clients, our associates, our friends, and our firm.Competence: We train to stay on the cutting edge of financial strategies, services and product development.

Prudent Judgment: We strive to exercise prudent judgment and use good old common sense in all of our recommendations.

Real People: We provide advice to real people who have families, personal dreams, needs and feelings – they are not spreadsheets.

Mutual Respect: Always doing what is right for the client, even so far as declining a client’s request if we believe it’s not in the client’s best interest.

Service: We make every effort to deliver more than we promise.

Value: We endeavor to provide value through superior advice and service at a fair price.

Profit: We expect profit, but profit from works that benefit our clients.

FPA Code of Ethics: We will always abide by the Financial Planning Association (FPA) code of ethics.

Contact us today to find out how we can help you!

Contact Us

Angie@FinancialCareProviders.comEmail Angie
(770) 353-6333

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