|
Every advisor member of Integrated Financial Group has made a personal, Professional – and lasting – commitment to these core values:
-
Integrity – We will always conduct ourselves in such a way to bring honor to our family, our clients, our associates, our friends, and our firm.
-
Competence – We will stay on the cutting edge of financial strategies, services and product development.
-
Prudent Judgment – We will exercise prudent judgment and use good old common sense in all of our recommendations.
-
Real People – We provide advice to real people who have families, personal dreams, needs and feelings – they are not spreadsheets.
-
Mutual Respect – Always doing what is right for the client, even so far as declining a client’s request if we believe it’s not in the client’s best interest.
-
Service – We will deliver more than we promise.
-
Value – We will provide value through superior advice and service at a fair price.
-
Brain Trust – We believe many minds are better than one.
-
Profit – We expect profit, but profit from works that benefit our clients.
-
FPA Code of Ethics – We will always abide by the Financial Planning Association (FPA) code of ethics.
Click this link to view the FPA Code of ethics our advisors adhere to.
|
