Mission and Values

Our Mission

We are committed to honoring God in all we do.

We are dedicated to seeing our clients identify and help realize their dreams and financial goals.

Our professional integrity and individual concern, along with knowledge, experience and resolve will produce innovative strategies and long-term solutions.

Our Values

We are keenly aware that even the best advice cannot be received nor implemented outside of a genuine, personal relationship.

Integrity is of the highest value, without which nothing has value.  We are committed to honesty, objectivity and reliability in all our client interactions.

We are devoted to lifelong learning, to staying current with changing regulatory rules and legal precedents, and are committed to ongoing market research and product development.

We understand that trust is earned every day and proved every day thereafter. Our goal is to be trustworthy from consult to implementation of ideas and solutions.


Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, GA, HI, HI, IN, LA, MN, MT, NC, NJ, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.


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