We are committed to helping individuals gain clarity about their finances and reach their full potential, no matter what walk of life you hail from. Whether you are a teacher in our education system, a business owner, a school bus driver, or anything in between, we are all a part of this community we share.
When you work with a professional from Community Financial Group, we want you to not only put your trust in our abilities but to also feel like you are an important part of our community. To do that, it’s important for you to know how we work with our clients:
What You Can Expect From US
RESPECT
Your relationship with your financial professional is one of the most important you’ll ever engage in. You’re entrusting us with your life’s hard work, expect nothing less than for us to treat you with dignity and respect during every interaction.
HONESTY
Integrity is the foundation of our entire business. We’ll always be forthright and honest about how to address your unique financial situation.
COLLABORATION
We work with you. We share ideas, insights, knowledge, and feedback, but when it comes to putting a plan into action, you are in control.
PERSONAL TOUCH
Our clients are like family (in fact, some of them are!). We will treat you as such, customizing a plan that helps you move toward your life’s dreams.
What We Ask Of YOU
COMMUNICATION
We work with individuals and businesses who appreciate the importance of communication and are vested in the results of our collaboration.
PARTICIPATION
Your financial well-being strengthens the community we all live in. We want you to feel like a participant while we determine your financial goals and outlook.
OPENNESS
Don’t hesitate to let us know what’s on your mind. Our results inevitably reflect our mutual effort.
COMMITMENT
We request your commitment to the plan. We’re more than happy to meet to discuss your progress whenever necessary. If adjustments are required, let’s talk about it.
TRUST
We ask that you trust us. We do not make that request lightly. We know you are relying on our character, ability, and knowledge. If you ever have questions, just ask.
