Governing Principles

We will always…

  • Have a sincere concern for our clients.
  • Take the time to learn what is important to clients.
  • Respect our clients’ perceptions of their needs and wants.
  • Take the time to research issues and find answers.
  • Operate in our clients’ best interests.
  • Strive to educate our clients so that they understand choices and decisions.
  • Own up to mistakes and make good on errors.

We will never…

  • Breach client confidentiality.
  • Ignore a client request.
  • Provide financial advice without an understanding of the clients’ circumstances.
  • Sell products, or derive compensation which will bias our decisions.
  • Compromise our principles to keep a client.

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