Mission, Vision, and Values

Mission Statement

To help our clients build wealth, achieve financial security with peace of mind, and leave a lasting legacy.

Our Vision

We strive to play a central and proactive role in our clients' financial lives by helping with all of the following areas:

  • Investment management
  • Wealth accumulation
  • Retirement income planning
  • Tax planning
  • Insurance
  • Estate planning

In so doing, we coordinate our activities with your other trusted advisors, such as your accountant and attorney.

We start each relationship by listening to your goals and concerns. We want to know your vision for your future. Then, we put our knowledge and experience to work to make it a reality.

We value long-term relationships and desire to be your lifelong advisor. We meet regularly to ensure that, as your goals and concerns change over the years, we are continually updating your investments to match your desires and are always available to answer questions as they arise.

Our Values

Independence
We deliver truly independent and objective financial advice.

Listening
We listen to you to ensure that our planning matches your desires.

Continuing Education
We believe in lifelong learning and are constantly improving our knowledge base.

Confidentiality
We have high and strict confidentiality standards and privacy protection.

Long-Term Thinking
We manage portfolios with a long-term mindset.

Diversification
We diversify portfolios across a broad range of asset types.

Proactivity
We continually monitor your portfolio and life situation and make updates as necessary.

 

Important Information About Your Advisor.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Hinkson Financial Services are separate and unrelated to Commonwealth.

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