Truthfulness

This speaks for itself. We will disclose all pertinent information. When we make a mistake, we admit it and correct it. Finally, we answer all questions accurately and truthfully.

Courtesy

Our clients deserve to be treated with the utmost respect. We say please and thank you and are on time for appointments. Courtesy also demands that we return all phone calls and emails as soon as possible.

Golden Rule

We treat our clients in the way we would want to be treated. We put our clients' interest ahead of our own and only make recommendations that are in the best interests of our clients.

Competence

We will make every effort to maintain the highest level of professional competence by spending several weeks a year attending professional seminars and workshops. When an issue or question is outside our area of expertise, we will seek out other experts to find the answers and solutions.

Trustworthiness

By adhering scrupulously to the values above, we will endeavor to earn the most important asset of our business, the trust of our clients. Our clients deserve to feel that trust so that they can have comfort regarding their financial goals and objectives.