Our Commitment To You

Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts:

  • Our clients always come first.
  • We must provide the highest level of service with integrity.
  • Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.
  • We must communicate with our clients clearly and frequently.
  • Our investments and services must be of superior quality.
  • Teamwork – cooperating with and providing assistance and support to our fellow associates – is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction
  • Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information and financial planning techniques.
  • Innovation is requisite to our survival in a changing world.
  • To emulate other members of our industry requires us to continue to work hard; to excel beyond our peers requires us to provide an even higher caliber of service to our clients.
  • We must give something back to the communities in which we live and work.

Little Free Library

Little Free Library is a nonprofit organization that inspires a love of reading, builds community, and sparks creativity by fostering neighborhood book exchanges around the world.

Through Little Free Libraries, millions of books are exchanged each year, profoundly increasing access to books for readers of all ages and backgrounds.

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Why Does Book Access Matter?

Academically, children growing up in homes without books are on average three years behind children in homes with lots of books, even when controlled for other key factors (M.D.R. Evans et al, Research Stratification and Mobility, June 2010). One of the most successful ways to improve the reading achievement of children is to increase their access to books, especially at home. But 61% of low-income families do not have any age-appropriate books for their kids at home.

 

Little Free Libraries play an essential role by providing 24/7 access to books (and encouraging a love of reading!) in areas where books are scarce.

 

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