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Our Values

"I expect to pass through this world but once. Any good I can do, or any kindness I can show, let me do now with God's help, for I shall not pass this way again." - Unknown

As an independent financial services firm, our values are everything. They guide every client interaction, plan creation and are the beating heart of our organization. When you partner with Plan4, you can expect service that reflects the following core values:

  • Faith — As Christians, our personal and professional lives are guided by our faith. Without it, nothing else matters.
  • Selflessness — We are devoted to providing advice and assistance to everyone. Even if doing so has no benefit to ourselves or our firm. We would want someone to do the same for us.  
  • Care — If nothing else — we care. About one another, our clients and our community. Genuine, authentic, and unrelenting care.

  • Transparency — When you work with us, everything we do is your business. And we make it our business to ensure absolute transparency throughout our ongoing relationship.
  • Empathy — Whether fee-based or commission-based, we try to put ourselves in the shoes of our clients when helping them make a major decision.