CODE OF ETHICS
We believe our clients and our interests are intertwined.
We conduct our business with integrity.
We put our client’s interest above our own.
We maintain proficiency in our work through continuing education.
We strive to provide a quality of service which anticipates and surpasses expectations.
We accept our responsibility to put forth our best efforts in a competent and professional manner.
When fee-based services are involved, We will charge a fair and reasonable fee based on the amount of time and skill required.
We promote teamwork, value the individual, and foster creativity and growth.
We will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
We will give our clients the same service that we would give to ourselves in the same circumstances.
We contribute to our community and encourage individual involvement.