Company
Our Values
As a firm we are committed to building a partner-based, comprehensive financial planning firm committed to mutually aligned interests, the delivery of genuine value, and fostering enduring relationships.
We believe that there is real, long-term value in doing personal financial planning. If you need help our mission is to help you to determine what is important to you and assist you to bring those hopes and dreams to pass. It’s about bringing the future to you with greater clarity, confidence and peace of mind. Establishing lasting, value-laden, committed relationships is what our clients find at SFG, Inc. Our relationship is created by mutually understanding and agreeing about the following:
Personal financial planning focuses primarily on money….but there is more. We believe that planning is more than maximizing returns based on your level of risk. . At Sessions Financial Group, Inc., we define our real worth as being a composite of being financially, emotionally, physically and spiritually healthy…and we collaboratively integrate these areas into the planning process.
Integrating such key areas as: Retirement and Income Planning, Estate Planning, Investment Planning, and Protecting Assets will result in the greatest likelihood of achieving your goals.
We believe that education is very important. You can expect that we make every effort to answer questions and be a valuable resource for our clients. We encourage education for all parties and will help you and your extended family become well informed about what is happening to the markets. Therefore:
We don’t have the ability to know when the best time is to be in (or out of) the market. We have confidence in managing your financial assets according to correct personal and financial principles. If you need money in the near term (within 2-3 years) then we won’t take unnecessary risk. Longer than 3 years should accompany some level of risk that, historically, has been very beneficial to our clients.
Our conversations center around what most matters to you. That is what matters to us. We will ask for your help in gathering additional information regarding the most effective way to plan your estate. This may entail multiple advisors to which we may need cooperative access.
Confidentiality is paramount with us. Our ability to communicate effectively is critical. We will do all we can to understand you and ask that you, for any reason, will talk to us about anything that you feel will affect our relationship. We are your advisors and the level of communication between us will determine, to a large degree, continued feelings of personal and professional success.
We believe that if we make mistakes, we must correct them. But first, we must know of them. Please talk to us so that we may do so.
As a partner-based planning firm, we include and regard our staff as partners as well. They have a vested interest in making sure the needs of our clients are effectively and courteously met. We believe that all interactions between the partners, clients and other professionals are to be conducted with respect and courtesy. If there is any indication that the trust, confidence and respect we have for each other is in question, we should make every effort to clarify or reevaluate our relationship.
