CORE VALUES
Our core values express our responsibilities to our clients, colleagues, and community:
INTEGRITY
We will act with honesty, independence, fairness, and sincerity.
SERVICE
We will devote our effort, expertise, and resources to serving our clients.
RELIABILITY
We will keep our promises and act with urgency.
INSIGHT
We will be open-minded and seek proven and innovative solutions.
EXCELLENCE
Our judgment will be well-informed; our knowledge will continue to grow; our work product and our impressions will meet the highest standards of professionalism.
RESULTS
Our purpose is to improve results and enjoyment for our clients; in wealth, freedom, opportunity, philanthropy, and peace of mind.
As Certified Public Accountants and CERTIFIED FINANCIAL PLANNER® professionals, we are accountable to the Code of Ethics of both the American Institute of Certified Public Accountants and the CFP Board’s Code of Ethics and Standards of Conduct, respectively. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.