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Our Mission & Core Values

Our Mission Statement

We are dedicated in helping our clients make better informed decisions through proper planning, education and service, so they can enjoy the things in life that are most important to them. Through a clear understanding of each client's hopes, goals and dreams, we will work with the client to pursue those aspirations using appropriate wealth management services, financial strategies and investment products.

Our Core Values

  • Integrity and honesty in everything we do, each and every day. 
  • Confidence and appreciation in the trust that every client personally places in us. 
  • Confidentiality and privacy of the information clients entrust to us. 
  • Excellence is the standard we set for ourselves, and one we expect our clients to set for us.
  • Our clients interests ahead of our own, we must always do what is best for the client.
  • Collaboration and trust among our firm's team of professionals. 
  • Friendships within the SHA Financial Planning & Investment Group.