We are committed to acting as your fiduciary. We will treat your assets, personal information and values with the same care we would demand for ourselves.
We are committed to independence and complete transparency of fees. Intelligent Financial Strategies does not accept compensation from third parties for product recommendations, nor does it accept fees for referrals to other professionals. We will seek to remove any and all conflicts of interest from our relationship.
We are committed to protecting your privacy. Your personal information will be held in strict confidence and will never be shared with third parties without your prior consent.
We are committed to integrity in our relationship and will always tell you the truth – even when you do not want to hear it. We are committed to upholding our company values and they will never be compromised.
We are committed to bringing clarity, order and coordination to our clients’ lives. Our process is designed to be educational in nature, not sales-oriented.
We are committed to being non-judgmental. We will respect your life experiences, opinions and values as you declare them, and our advice will be tailored to you. We do not offer packaged products or solutions designed for the masses.
We are committed to providing you with unparalleled service. Our staff will respond to your emails and phone calls as soon as possible. In addition, we will assist you in any means necessary to provide you with requested information or follow through on the implementation of any recommendations.
We are committed to constantly advancing our body of knowledge and expertise. We promise to provide guidance solely in those areas of expertise, but will seek outside experts as needed to work in a collaborative approach on your behalf.
