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Our Professional Pledge

“I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”

I will always commit myself to protect and promote the interests of my customers, and will always conduct myself in a way that reflects well on my profession.


I will be totally honest when explaining my education and business background, professional licenses, and years of industry experience.


I will be completely truthful by not exaggerating the features and benefits of my products and/or services.


I will always disclose the important features of a product, transaction, or service and disclose potential risks that may negatively affect future performance or value.


I will always consider both my customer’s current and future needs to determine the proper suitability of any recommended products or services.


I will respect the confidentiality of any information entrusted to me or obtained in the course of my business or professional activities.


I will only use sales presentations and advertising materials that are completely accurate and compliant with state and federal regulations.


I will always provide my clients with copies of all required documents that relate to the product, transaction, or service that I have recommended to them.


I will always refer my clients to a more specialized professional or firm when their needs go beyond my current license or expertise.


I will consistently educate myself as to the new laws and regulations in my industry, and I will always act in good faith toward those I serve.