COMMITTED TO STRATEGIES FOR YOUR LIFE
We practice what we preach.
In today's complex world, it's essential to find a financial planner who is dedicated to your lifetime financial wellbeing. It's not enough for advisors to understand the economy and markets; they need to combine their head knowledge with caring, integrity and real-life experience.
As Consortium Members, we have made a lasting commitment to these core values and beliefs:
We will conduct ourselves in such a way as to bring honor to our family, clients, associates, friends, and our firm.
We will treat our clients with respect; thoughtful that they are real people with families, needs, goals and feelings, and not just spreadsheets.
We will always do what is right for our clients, peers and staff.
We will stay on the leading edge of financial strategies, services and product development.
THE BRAIN TRUST
We believe that many minds are better than one, and the best way to achieve our client’s lifetime financial vision is through shared knowledge and expertise.
We will exercise prudent judgment in all of our recommendations.
We will deliver more than we promise.
We will provide value through superior advice and service at a fair price.
We expect profit, but profit from work that benefits our clients.
FPA CODE OF ETHICS
We will always abide by the Financial Planning Association (FPA) Code of Ethics. For more information, visit www.fpanet.org/aboutfpa/codeofethics.