Our Commitment to You
Transparency / Clear Communication
Communication is key to designing and implementing a financial plan for you. We strive to educate our clients so that you understand and are confident in each decision that is being made.
Relational / Partnership
We take the time to build and maintain a relationship in order to understand the unique challenges your family faces today. As those challenges change, so should your financial plan. As your partner, Living Stone helps you develop, implement and monitor a financial strategy designed to address your individual situation.
Integrity / Excellence
Living Stone Wealth Management strives to be a blessing to our clients, providing excellent service, performance, planning and character. We will never recommend a product that we wouldn’t invest our own money in.
Stability / Education
We are committed to providing the information needed to make your investing feel as secure as possible, providing both a clear understanding of our planning and advisory cost as well as educating you on the details of your plan. It is important to us that you understand your financial plan and investments.
Accessibility / Availability
Your financial advisor will be accessible. Anytime you have questions or need help, you will get a timely response.