our philosophy

“We have the capabilities and experience to deliver the answers you need to move forward.”
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Saleh I. Bakhsh
Financial Consultant

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Our core values

Integrity

Integrity demands honesty and candor which must not be subordinated to personal gain and advantage. We place ourselves in positions of trust by our clients, and the ultimate source of that trust is personal integrity. Allowance can be made for innocent error and legitimate differences of opinion, but integrity cannot co-exist with deceit or subordination of one’s principles.

 

Objectivity

Objectivity requires intellectual honesty and impartiality. Regardless of the particular service rendered or the capacity in which we function, we should protect the integrity of our work and maintain objectivity.

 

Competence

Competence means attaining and maintaining an adequate level of knowledge and skill, and application of that knowledge and skill in providing services to clients. Competence also includes the wisdom to recognize the limitations of that knowledge and when consultation with other professionals is appropriate or referral to other professionals necessary.

 

Confidentiality

Confidentiality means ensuring that information is accessible only to those authorized to have access. A relationship of trust and confidence with our clients can only be built upon the understanding that their information will remain confidential.

 

Fairness

Fairness requires impartiality, intellectual honesty and disclosure of material conflicts of interest. It involves a subordination of one’s own feelings, prejudices and desires so as to achieve a proper balance of conflicting interests. Fairness is treating others in the same fashion that you would want to be treated.                                                                      .

 

Professionalism

Professionalism requires behaving with dignity and courtesy to clients, fellow professionals, and others in business-related activities.

 

Our commitment to excellence impacts the financial and organizational success of our clients. Our work primarily comes from client referrals and repeat business.

We provide you with the candid and objective feedback you need to make sound business decisions. The customized plans we develop for you are designed to meet your needs. Our plans provide highly individualized, practical solutions to attain your business goals or to solve your business problems.

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