Our Convictions
Guided by the biblical principle of doing all things as unto the Lord (Col 3:23) - demands the utmost integrity
Must remain independent - fee-only fiduciary - always do what is “best” for client not simply what could be considered “suitable”
Never sell any products
Control what you can control - costs and taxes
Organization, consolidation and simplicity facilitates better understanding and better decision-making
Compensation must be fair and transparent
Focus on the whole person - human, spiritual, intellectual, social and financial
Be above reproach
Go above and beyond what is expected
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