Mission and Values

 

Mission and Values

Our Mission – Lasting financial independence for you.

Our mission is to lead you to a lifetime of financial independence for yourself and your family, allowing you to enjoy life and enabling you to impact others along the way.

Principled Guidance

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (704) 786-4857.

We pursue our mission by…

  • Helping you to take positive actions toward your goals and objectives.
  • Systematically reviewing your financial plan and making necessary adjustments.
  • Encouraging and guiding you to exhibit positive financial behaviors.
  • Dedicating ourselves to being lifelong students of our industry.
  • Delivering exceptional client service.

We pursue our mission by…

  • Helping you to take positive actions toward your goals and objectives.
  • Systematically reviewing your financial plan and making necessary adjustments.
  • Encouraging and guiding you to exhibit positive financial behaviors.
  • Dedicating ourselves to being lifelong students of our industry.
  • Delivering exceptional client service.

Our Values

We strive to provide excellent service.

We show up on time ready to give our best effort.

We are proactive in addressing client needs and follow-up to make sure things get done.

We are flexible and accommodating to changing circumstances.

We look for ways to accomplish objectives without making excuses.

We are accountable for our actions and blame no one for our circumstances.

We recognize the value of continuous learning and look for ways to grow.

We carry out our duties with the highest integrity without wasting talents or resources.

We are grateful for our opportunities and recognize that we are entitled to nothing.

We have fun with each other and maintain a positive attitude.

Speak to An Advisor

Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.

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WE ARE PROUD MEMBERS OF

Financial planning and advisory services offered through IFG Advisory, a registered investment advisor. Securities offered through LPL Financial, member FINRA / SIPC

Carolina Planning Consultants, Integrated Financial Group and IFG Advisory are separate entities from LPL Financial. The LPL registered representatives of Carolina Planning Consultants may only discuss securities or transact business with persons who are residents of CT, FL, GA, IN, ME, NC, NJ, NY, OH, OR, SC, VA, VT. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

Copyright 2018. All Rights Reserved.