"Our value is the sum of our values."
- Joe Batten, Management Consultant
Your finances are very personal. Your financial strategies should be as unique as you are.
At FocalPoint Financial Group, your success is our focus.
We are dedicated to creating and maintaining long-term relationships with our clients by providing independent, unbiased advice. We have a steadfast commitment to providing you with comprehensive risk management, savings and investment strategies, retirement and estate planning and tax strategies to build and protect your wealth that you have worked hard to acquire.
We will behave ethically and treat our clients, colleagues and partners fairly and honestly.
We will provide independent and unbiased advice and access to solutions.
We will possess the professional knowledge and skills to provide advice and will consult with other professionals when appropriate.
We will provide full disclosure of our engagement, decisions, fees and conflicts.
We will protect all confidential and personal information that you share with us.
We will behave with dignity and courtesy to clients, fellow professionals, and others in business-related activities.
We will listen and communicate clearly.