Our Core Values

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To Our Clients and Friends:

We know the value of comprehensive, professional financial planning in helping you acheive your most important goals.  (Click to see our Core Values).

 

We also know what can happen when one choses not to undertake comprehensive planning, nor  fully implement the plan, or let emotions and fear steer him or her off the charted course.

Your Integrated Financial Group advisor expects to earn and then maintain a trusted advisory relationship with you over your lifetime. 

He or she wants to be there to see the results you attain ten or twenty years from now. 

When you place your special trust and confidence in us, we respond with our personal and professional commitment to give you the superior lifelong advice and service you deserve.

See our Consoritum advisors committment to you below.

Best Regards,



 

Donald W. Patrick, MBA, CFP®
Managing Director

 

Our Consortium's Core Values

 

Every advisor member of Integrated Financial Group has made a personal and professional - and lasting - commitment to these core values:

 

  • Integrity, by always doing what's best for our clients, we promise to always share "the good, the bad, the ugly" about every recommendation.
  • Competence in our work, our planning, our analysis, and our continuing education. At the end of the day, it is our competence that determines our clients' success.
  • Prudent judgment, emphasizing quality and diversification in portfolios, using academically reviewed strategies, and evaluating our decisions and recommendations based on good old common sense.
  • Service, anticipating each client's needs, delivering more than we promise, knowing our clients to be real people with homes, families, needs and desires.
  • Value, through superior advice and service at a fair price. Our clients should expect more from us than they can get anywhere else!
  • Mutual respect, to be fostered by maintaining confidentiality, always doing what is right for the client, and refusing to do something a client requests if, in our professional judgment, it is not in the client's best interest, even if the client insists.
  • Empowerment, our clients have empowered us to do what is right for them, and in turn it is our job to always exceed their experience.
  • Quality, if we cannot offer something that is not world-class, we will not offer it at all.
  • Innovation, the key to achieving and maintaining excellence is our ability to be innovative and creative.
  • FPA Code of Ethics, we will always abide by the Financial Planning Association (FPA) code of ethics.

Click this link to view the FPA Code of ethics  our advisors adhere to.

 

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