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Core Values

At Financial Advisors Network, Inc., our core values are the foundation of our commitment to serving our clients with excellence. We believe these principles help us build trust, demonstrate our professionalism, and showcase our innovative approach to financial planning.

Timely

We understand the importance of timely service. That’s why we set clear time frames for every task and strive to deliver early. For us, early is on time and on time is late. We strive to respond within 24 business hours to help ensure your needs are met promptly.

Thorough

We are dedicated to providing our Gold Medal Services with meticulous attention to detail. Our goal is to earn your gratitude and referral by establishing robust systems and processes that enhance accuracy and efficiency. By integrating the five key disciplines of financial planning, we are able to best provide comprehensive and reliable service.

Transparent

Transparency is key to building strong relationships. We proactively communicate our strengths and weaknesses with team members and clients alike. By sharing our successes and challenges, we foster a collaborative environment that drives growth and improvement. We are open about our progress and areas needing attention, ensuring you are always informed.

Team-Oriented

Collaboration is at the heart of what we do. We work closely with team members and Strategic Alliance Partners to address your financial goals and challenges. We value open-mindedness and continuous improvement, encouraging the sharing of ideas and active listening. Accountability and measurable results are integral to our approach, and we strive to ensure every team member is in the right role, performing at their best.

Integrity

Integrity is non-negotiable. We strive to deliver on our promises within the time frames we set. We work to uphold the highest ethical standards, doing what is right even when no one is watching. We ask ourselves, “Is this what I would do for myself or my parents?” This principle guides our interactions with clients, team members, and partners, ensuring honesty and accountability in all we do.