Our Values and Beliefs:
• Our client's interest are above our own interest.
• Each individual should be treated with the utmost respect from each member of FPL Financial Strategies, LLC.
• All information from our clients will be kept in complete confidence.
• Our clients should have and maintain easy access to a qualified financial advisor.
• We believe that to serve our clients on an ongoing basis each of our financial professionals should continue to grow through training and development to help make them better at their job of serving our clients.
• Each client should have portfolio reviews with their financial advisor to review their accounts and any changes that may impact their financial or investment needs.
• To adequately serve our clients, we need to have Full Financial Disclosure of their current financial position and goals for the future.
• The best client is an educated client, therefore, we will continue to offer our clients continuing education opportunities to help make them better consumers of financial services.
• To build long-term relationship with our clients there should be full transparency of fees that are charged, portfolio performance and individual account returns.