Code of Conduct

We are interested first and foremost in the well-being of our clients…not only financially, but with genuine concern for the "total person."
We help clients (when needed!) articulate their goals and aspirations, to assure that their financial plan is consistent in all ways with their worldview.
We always conduct ourselves in a manner that conforms to the highest standards of honesty and integrity.
We are committed to fully educating our clients regarding the strategies and protocols being employed on their behalf.
We are committed to educating our clients about how to protect themselves from a Madoff-style financial disaster.
We are always anxious to answer questions, provide information, and LISTEN to our clients' concerns.
We are committed to a comfortable, friendly and cordial atmosphere in all dealings with our clients, and we strive to make the business of financial planning a real pleasure.
We are committed to communicating appropriately with our clients regarding significant changes in the financial markets.
We will provide only the highest quality products and services to our clients, with inscrutable attention to detail.