Our Mission Statement
To build a long-lasting relationship and support our clients in achieving a successful journey to financial independence.
To promote financial planning to people of all ages. By educating individuals, we work together based on trust and use a proactive approach to enable smart financial decisions. And to assist our clients attain their financial goals with logical timeliness illuminating their pathways to reaching those future goals.
Code of Ethics Statement
We adopt a Code of Ethics (the "Code of Ethics") which sets forth high ethical standards of business conduct that we require of our investment advisors, employees and other associated persons, including compliance with applicable federal securities laws. The Code of Ethics includes policies and procedures governing personal trading by our access persons. The Code of Ethics provides for oversight, enforcement, and recordkeeping. A copy of the Code of Ethics is available to our advisory clients and prospective clients upon request to the Chief Compliance Officer, at our principal office address.