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We will encourage all clients to participate in a written, comprehensive, holistic, long term financial planning process with our firm regardless of their financial situation.
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We must make the financial planning process enjoyable for our clients while providing our clients value-added services our competitors do not offer working people.
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We must add value to each client's financial situation helping them achieve short, medium, and long term written financial goals in the most efficient manner.
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We must practice "active listening" so that we can fully understand how our client's assets relate to their dreams, goals, desires, and legacy wishes.
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We must be able to communicate- both written and oral- sometimes complex financial/tax/legal information to our clients at a level which they can understand and so they know they have been understood.
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We will have an unyielding commitment to excellence in client service - creating "New Concept Evangelists" for every client.
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We must not forget that our New Concept is not all things to all people - we serve the unique needs of working people.
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We must continue to educate ourselves in tax, investment, insurance and legal matters so we can best serve our clients needs.
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We will always be committed to "cautious innovation" with new product strategies and technologies that may help our clients achieve their goals.
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We must always remember where we came from and that most of our clients work labored long hours to earn the money they entrust in us.
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We must give strong preferences to American and union made products and companies who treat their workforce with respect.
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We must "give back" with donations of time and money to our communities as well as our client's communities. 
