Values & Code of Ethics
Love and honor God in everything we say or do
Show up in the world with integrity, accountability and compassion
Keep our promises and commitments
Make a positive difference in people’s lives
Have fun and enjoy the process
This is who we are. This is what we stand for. This is what you can count on.
Code Of Ethics
In all of our business dealings and personal interactions we strive to:
- Be faithful to the regulatory codes of our industry, the laws of our society, and the moral standards of our faith.
- Adhere to a fiduciary standard of care, where we place your best interests ahead of our own.
- Maintain the highest standards of professional competence, and give the best advice possible, by continually improving and expanding our professional knowledge, skills, education and resources.
- Hold in strictest confidence, and consider as completely private and privileged, all information and details pertaining to your financial affairs and personal life.
- Make full and fair disclosure of all known facts, so you can make fully informed decisions that are aligned with your values, goals and objectives.
- Be open, honest and accountable regarding who we are, what we do and how we get paid.
- Tell you what we believe is the complete transparent truth. Every time. No matter what.