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Purpose
Enhance the lives
of all we touch.
Mission
To provide
objective, integrated planning solutions for people looking to simplify
their lives, make informed financial choices, and leave lasting
legacies.
Values
Trust
Simplicity
Honor
Integrity
Respect
Guiding Principle
The Golden Rule
"Do unto others as you would
have them do unto you."
If everyone followed this rule,
there would be no need for any others.
NAPFA Fiduciary Oath
(to which BFAS subscribes)
The advisor shall exercise
his/her best efforts to act in good faith and in the best interests of
the client. The advisor shall provide written disclosure to the client
prior to the engagement of the advisor, and thereafter throughout the
term of the engagement, of any conflicts of interest which will or
reasonably may compromise the impartiality or independence of the
advisor.
The advisor, or any party in
which the advisor has a financial interest, does not receive any
compensation or other remuneration that is contingent on any client's
purchase or sale of a financial product. The advisor does not receive a
referral fee or other compensation from another party based on the
referral of a client or the client's business.
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