From the June 2006 issue of Investment Advisor • Subscribe!

June 1, 2006

A Sample Vision Statement

We are known for superior client service, which means that we are accessible to our clients, willing to be measured according to their expectations, and we are proactive and clear communicators. Our business is comprised of friendly and informed staff who maintain high levels of integrity. We are known as an objective, superior financial planning firm which clients value because our goals are aligned with theirs. We have a proven process to deliver comprehensive analysis and advice delivered by knowledgeable professionals. Our process includes consistent follow-up on investments, risk, and special needs. Clients will say when asked what they value about working with us, that we take care of all of their needs so they don't have to worry about them.

By becoming an efficient ensemble, we have a culture that promotes personal growth, openness, integrity, and teamwork. We are always ready to cooperate with each other, to build refine and enhance our value proposition, and we have an atmosphere where we do what is best for each other collectively rather than what is best for ourselves individually. We use technology to leverage our time, communicate with our clients, and provide a high level of client service.

We primarily serve business owners because their needs are complex and interesting and our unique skill set as a firm allows us to address both the individual and enterprise. Whatever financial need they have, we are the catalyst to help get it done. We regularly canvass our clients to affirm what their needs are and how we can better fulfill them. We will provide the core services in-house to serve our business owner clients, and have implemented a protocol for vetting outsource solutions to complement our own expertise.

We are recognized as the leading provider of wealth management advice in northeastern Ohio. This positioning ensures that we are considered in the recommendations of attorneys and CPAs in this market for their business owner clients, and that we are perceived as the employer of choice by skilled and motivated individuals. We are investing to further build this dominance in this region, to limit threats from competitors, and to ensure our persistent visibility in this market.

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