Creating Trust Through Service
Financial Planning Consultants, Inc. is a team of highly motivated individuals dedicated to the design, implementation and management of financial plans for Individuals, Executives, Business Owners and Professionals. We are confident in our abilities. More importantly, we expect to grow and retain the confidence of our clients by not only meeting their expectations, but by striving to exceed them. Further, as a team, we have all agreed to be accountable for being open and honest in our communication, to be coachable, to honor our word and to get the job done.
Our Clients: We are committed to achieving unsurpassed client satisfaction through the delivery of high quality, value-added investment management* and financial planning services for corporate executives, professionals, business owners and other individuals of substantial income and/or assets. We are committed to helping our clients achieve their financial goals through the development of structured, goal-driven investment portfolios and customized financial plans. We seek and develop long-term relationships with our clients. This focus on providing significant tangible value has led us to develop an institutional quality firm offering exceptional service in our industry today. We have set our goals high and run our business accordingly.
Our People: We are committed to recruiting and developing quality individuals in our industry. We provide our people opportunities for growth and vested interest in the success of the firm. We maintain an open-door policy at all levels, encouraging the flow of communication and exchange of ideas. We recognize the importance of each individual and his or her active role in the success of the entire firm. We expect Financial Planning Consultants’ people to be known for their integrity, service, hospitality, competence and professionalism.
Our Industry: We are committed to leading the financial planning, investment and insurance industries through our integrity, innovation, client satisfaction and service. We will continue to build the trust of our clients by engaging in full disclosure and accuracy obtained by the use of advanced technology and a systematic approach to building decision-making models. We respect the accounting, legal, financial, insurance, securities and other related industries who, in mutually profitable relationships, contribute greatly to our success.
Our Communities: We are committed to the enhancement of the communities of which we are a part, through education, and by our leadership and active participation in community.
Our philosophy guides our firm and our employees on a daily basis, defining our behavior and objectives when working with and for our clients.