To be a World-class provider of personalized, affordable, professional financial and educational services and products delivered with consistent quality and value.
Our Guiding Principles:
Concern for People: We respect all people and strive to consistently do a superior job of satisfying the needs of everyone who places his or her trust in us.
Integrity: We are honest and fair at all times and honor all commitments. Integrity will always take precedence over personal or corporate profit in making any decision.
Personal Development: We are committed to annually update our professional skills and we practice lifelong learning.
Excellence: We excel in meeting the needs of our clients, employees, stockholders, and communities while treating all with courtesy, respect, honesty, and fairness.
Quality: We take pride in the accuracy, thoroughness, and quality of our work.
Creativity: We appreciate creative thinking and suggestions for better methods.
Productivity: We expect initiative, hard work, and results of all Company associates; Compensation and advancement are based on measurable individual contributions.
Efficiency: We assume a sense of urgency in completing our work while employing state-of-the-art operating methods and technology and always seeking the most cost effective sources of quality products or services required to operate our business.
Communication: We communicate openly and share information internally to foster trust and efficiency. Decisions are made objectively with input from all levels.
Teamwork: We work together for the success of the Company and our mutual benefit.
Image: Our associates, offices, and literature always project a clean, neat, orderly image.
Community Service: Our corporate goals will be pursued in congruity with social goals and, we will contribute to the communities in which we operate.