> Mission

MISSION STATEMENT and CODE OF ETHICS 

Our Purpose is to:

  • Organize your financial affairs so that you can easily and quickly determine your financial condition.
  • Provide a reference for resources and sources & uses of funds
  • Take timely advantage of financial challenges and  opportunities.
  • our CLIENTS' INTEREST COMES FIRST 
  • FULL DISCLOSE issues that could present a conflict of interest.
  • OBJECTIVELY explore immediate concerns.
  • REASONABLE AND PRUDENT PROFESSIONAL JUDGMENT in suggesting alternative courses of action in the best interests of the client. 

 

With INTEGRITY and in FAIRNESS, we will be HONEST and FORTHRIGHT in the performance of our financial planning services.  Any holding of property will be with the care required of a fiduciary.  We will make FULL DISCLOSURE of all information material to the professional relationship and of any actual or potential CONFLICTS OF INTEREST.   Our business is conducted in a LAWFUL MANNER.