Our Core Values
Our core values are what drive our purpose, our actions and your experience.
All of our client interactions are rooted in the following principles.
Clients First
We follow the fiduciary standard. We have followed the fiduciary standard long before it was popular and we remain committed to operating under the principles of a fiduciary focused relationship. That is, to always put your interests first.
Family Values
As a husband-and-wife team, our client relationships often resemble that of extended family. While caring for clients might seem cliché, we actively screen for shared values and embrace a business model that encourages a common world view.
Keep it Simple
Condensing complex topics into common sense language is more than a process of avoiding industry jargon. It reflects a genuine desire to convey what’s most important to understand. We want to ensure you fully appreciate both the joys and challenges of planning for your future.
Commitment to Truth
It’s been said that truth is the first step on the path to wisdom. That’s why we believe clients are best served with a clear-eyed approach to the challenges of investing. No rosy financial forecasts or cherry-picking performance history. We’re upfront and honest in all we do.
Knowledge and Experience
No amount of trust can replace the value of knowledge and experience. We maintain a lifelong passion for knowledge and an unwavering dedication to serving clients with advice that is independent and comprehensive.
As the lead advisor in the firm, Rick Alvarado has more than 30 years of experience, holding the CERTIFIED FINANCIAL PLANNER™ designation for 28 of those years. Our financial consultants’ affiliation with LPL Financial adds a team of nationally recognized professionals with advanced degrees and decades of industry experience.
Ready to Get Started?
Contact me to schedule a 15-minute conversation.
