INDEPENDENCE
Independently Owned, Personalized Planning & Advice.
INTEGRITY
Prudent, Strong Moral Principles, Fair, Decent, High Standard of Ethics.
HONESTY
Truthful, Sincere, Forthright, Candid, Open, Genuine.
KINDNess
Good Natured, Nonjudgmental, Caring, Warm, Considerate, Understanding, Helpful.
Humor
Fun, Jovial, Pleasant, Enjoyable, Laughter and Smiles.
PROFESSIONAL
Competent, Accomplished, Skilled, Proficient, Seasoned, Experienced.
TRANSPAREncy
Clear, Undisguised, Unambiguous, Easily Perceived.
TEAM APPROACH
Collaboration, Cooperation, United, Together.