Mission and Corporate Philosophy
We will develop advisory relationships, providing value-added advice and management to clients which will enable them to achieve their goals.
- We are fiduciaries. Our clients’ interests come first.
- We take what we do for our clients seriously, because they cannot afford to have us make mistakes.
- We add value to each client situation significantly greater than the cost to retain us.
- We strive to be leaders, the best in our field.
- We believe that greater knowledge is the key to developing innovative products and services.
- We are aggressive — we are doers — we work hard.
- We believe in teamwork and are committed to each other.
- We need to attract and retain talented people.
- We need to grow and earn a responsible profit to ensure corporate continuity, so as to keep our advisory commitment to our clients, and to provide opportunity for our employees.
- We run our business; we do not let our business run us.
- We believe that the key to success is balance, always placing God first, family second, and work third.