QUARTERLY FINANCIAL REPORT


WHAT DOES INTEGRITY MEAN TO YOU?


Chris Wagner
CPFA, Investment Advisor & Financial Planner

Laine Miller
Investment Advisor & Financial Planner

Bob Cheatham
Certified Retirement Plan Specialist®

Margaret Marapao
Investment Advisor, CFP®

Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

  • Act in your best interest
  • Be transparent about costs and fees associated with our services
  • Disclose any conflicts of interest that may be present when providing recommendations
  • Help you understand all of the options available to you
  • Provide prudent investment advice
  • Avoid high cost or high commission products
  • Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

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