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.
Competence: We will stay on the cutting edge of financial strategies, services and product development.
Prudent Judgment: We will 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 will deliver more than we promise.
Value: We will provide value through superior advice and service at a fair price.
Brain Trust: We believe many minds are better than one.
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.
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