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Code of Conduct

  1. Give more service than what our clients expect and stay on the path of continuous improvement.
  2. Base all work upon a sincere effort to help clients make the most of their lives.
  3. Inspire clients to accept the truth of uncertain markets and to focus on what we truly can control.
  4. Serve and compete with radical honesty.
  5. Expand client knowledge through relevant education.  Think critically and break paradigms.
  6. Earn friendships and manifest the fact that we care more than anyone else.
  7. Pass the acid test.  Clients should always feel better off with us than without us.

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