OUR CORE VALUES
INTEGRITY
We believe that integrity is an essential aspect to our firms core values as well as each of our personal values. As financial advisors,
We believe that integrity is an essential aspect to our firms core values as well as each of our personal values. As financial advisors,
- we are accountable for our actions, successes and failures
- we are trustworthy, honest, respectful and ethical
COMPETENCY
Living in an ever changing world filled with new inventions, updated technology and new approaches to financial planning we are constantly learning. We value competency and as a firm require our advisors to stay current with new ideas through,
Living in an ever changing world filled with new inventions, updated technology and new approaches to financial planning we are constantly learning. We value competency and as a firm require our advisors to stay current with new ideas through,
- continuing education seminars
- financial planning conferences locally and across the nation
CLIENT CENTERED RELATIONSHIPS
At BEL Financial Planning our client is our number one priority. We strive for a client centered relationship that is
At BEL Financial Planning our client is our number one priority. We strive for a client centered relationship that is
- focused on the needs and wants of the client
- puts the clients best interest first
COMPREHENSIVE
When making a plan for our clients we work together to make sure that we present our client with the most comprehensive plan possible.
When making a plan for our clients we work together to make sure that we present our client with the most comprehensive plan possible.
COMMUNICATION
Clear communication between advisors and clients is essential to a productive and effective client centered relationship. In order to ease client/advisor communication we allow the client to choose their preference of communication. The communication methods we utilize are
Clear communication between advisors and clients is essential to a productive and effective client centered relationship. In order to ease client/advisor communication we allow the client to choose their preference of communication. The communication methods we utilize are
- phone calls, e-mail, text message
- most all forms of social media