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What to Expect

Client Centered

At PS & G Financial Partners, you will find that our culture reflects our core values:

We take the responsibility of being an Advocate seriously.

Every Monday morning, our team kicks off the week with goals, training, and recognition. But the most important part of the meeting is celebrating our weekly advocacy statement. Our focus on why we do what we do always comes back to advocacy for our clients. 

We work hard with you to cultivate and help you achieve your financial goals. We understand fully that everyone has their own story and path leading up to our visit. 

When you meet with us, we want to get to know you. We want to hear where you are and help you get to where you want to go on your financial journey.

We consistently practice unrelenting Commitment.

We take the time to thoroughly understand your financial goals, challenges and everything in between. We are dedicated to customizing our process to your individual situation. We use a comprehensive tool to examine exactly how your past and present will affect your future. We are committed to preparing you for major life decisions to protect the financial house you’ve worked so hard to build.

We strive to set a standard of Mastery in all that we do.

We strongly believe in our process, and we are constantly learning ways to improve what we do. Our leadership team takes ownership of our team, ensuring they’re confident in their knowledge and strategic in their technique. We take nearly every opportunity we can to attend educational forums, webinars and conferences. 

We will be Honest and possess unparalleled Integrity

When we are thorough and successful in our process, we often face difficult and uncomfortable conversations. Knowing that we are client-focused, we understand that having these conversations are necessary in maintaining our integrity. Honesty and respect are important to us, among each other and with every client we serve.

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