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LeftCap   Our Values   RightCap

Our values are the underpinning of our business, sustaining long term relationships and market cycles. The most successful engagements are with clients who share our values.  We believe that by being forthcoming about what you can expect from us, the probability of a long-term, mutually beneficial relationship increases.

Objective Our only agenda is doing well by our clients.   We have no allegiance to any company, product, or service, eliminating conflict of interest.  We don't receive commissions from investment products, take custody of client money, or sell annuities, limited partnerships, or tax shelters.  We practice full disclosure and maintain regulatory compliance.

Collaborative Our goal is to serve as your long-term, trusted advisor in the pursuit of your goals.   We take great personal satisfaction in seeing our clients' goals become reality, and in knowing their lives are more fulfilling and less stressful.

Clear We listen closely to what's important to you and communicate in everyday language.  We avoid industry jargon and welcome inquiries.  In our partnership, there are no wrong questions.

Respectful We treat our clients with respect and maintain a nonjudgmental attitude toward goals and information confided in us.

Confidential We keep your financial information strictly confidential.

Forthcoming We deliver important news and advice even it may create short-term discomfort.

Supportive We provide a positive, supportive place for you to create your financial future, develop goals, and make decisions. We believe this environment will allow you to achieve a higher mastery over your financial resources.

Accessible We are available to you during business hours by phone, email, or in person, and will accommodate short-notice appointments s within reason.

"Integrity is what you do when no one else is looking."
Judy Harris