The mission of Financial Security Group is to provide our clients the opportunity to achieve financial independence.
To carry out this mission and foster the group practice of financial planning and wealth management, Financial Security must:
Statement of Values
Financial Security Group was established by visionary leaders who believed in simple, guiding principles. Six fundamental values form the foundation of the Financial Security Group’s culture:
We maintain the highest standards and achieve them by continually measuring and improving our procedures and offerings.
We welcome change, encourage creativity and continually seek better, more efficient ways for our clients to achieve financial independence.
We collaborate and share knowledge to benefit clients and fellow advisors for the advancement of our mission.
We strive to exceed our clients’ expectations.
We adhere to high moral principles and professional standards by a commitment to honesty, confidentiality, trust, respect and transparency.
We build long-term personal relationships with our clients and understand the importance of making sure the clients’ interest are always paramount.