Corporate Mission -
To be a world-class provider of personalized, affordable, professional financial and educational services and products delivered with consistent quality and value.
To be a world-class provider of personalized, affordable, professional financial and educational services and products delivered with consistent quality and value.
Guiding Principles -
Concern for People: We respect all people and strive to consistently do a superior job of satisfying the needs of everyone who places his or her trust in us.
Integrity: We are honest and fair at all times and honor all commitments. Integrity will always take precedence over personal or corporate profit in making any decision.
Personal Development: We are committed to annually update our professional skills and practice life-long learning.
Excellence: We excel in meeting the needs of our clients, employees, and communities while treating all with courtesy, respect, honesty, and fairness.
Quality: We take pride in the accuracy, thoroughness, and quality of our work.
Creativity: We appreciate creative thinking and suggestions for better methods.
Productivity: We expect initiative, hard work and results of all Company associates; Compensation and advancement are based on measurable individual contributions. We expect that any and all concerns you may have in regards to our company be brought to our immediate attention.
Efficiency: We assume a sense of urgency in completing our work while employing state-of-the-art operating methods and technology and always seeking the most cost-effective sources of quality products or services required operating our business.
Communication: We communicate openly and share information internally to foster trust and efficiency. Decisions are made objectively with input from all levels.
Teamwork: We work together for the success of the company and our mutual benefit.
Image: Our associates, offices and literature will always project a clean, neat, orderly image.
Community Service: Our corporate goals will be pursued in congruity with social goals, and we will contribute to the communities in which we operate.
Concern for People: We respect all people and strive to consistently do a superior job of satisfying the needs of everyone who places his or her trust in us.
Integrity: We are honest and fair at all times and honor all commitments. Integrity will always take precedence over personal or corporate profit in making any decision.
Personal Development: We are committed to annually update our professional skills and practice life-long learning.
Excellence: We excel in meeting the needs of our clients, employees, and communities while treating all with courtesy, respect, honesty, and fairness.
Quality: We take pride in the accuracy, thoroughness, and quality of our work.
Creativity: We appreciate creative thinking and suggestions for better methods.
Productivity: We expect initiative, hard work and results of all Company associates; Compensation and advancement are based on measurable individual contributions. We expect that any and all concerns you may have in regards to our company be brought to our immediate attention.
Efficiency: We assume a sense of urgency in completing our work while employing state-of-the-art operating methods and technology and always seeking the most cost-effective sources of quality products or services required operating our business.
Communication: We communicate openly and share information internally to foster trust and efficiency. Decisions are made objectively with input from all levels.
Teamwork: We work together for the success of the company and our mutual benefit.
Image: Our associates, offices and literature will always project a clean, neat, orderly image.
Community Service: Our corporate goals will be pursued in congruity with social goals, and we will contribute to the communities in which we operate.