Mission and Values

 
 

Mission and Values

Mission Statement

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

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 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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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.

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