Mission and Values
Mission and Values
Our mission is to assist our clients in creating and protecting lasting financial independence for themselves and their families that allows them to achieve enjoyment throughout their lives as well as enables them to help others along the way.
We pursue our mission by:
Helping our clients to take positive actions toward their goals and objectives
Systematically reviewing with clients and making necessary adjustments
Encouraging and guiding our clients to exhibit positive financial behaviors
Being lifelong students of our industry
Delivering exceptional client service
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 we 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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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.
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