Hicks Financial Partners - Trustworthy Financial Help
At Hicks Financial Partners, we believe in transparency. You should know up-front how much our services will cost. Each client has their own set of circumstances and needs, therefore, there isn’t a one-size-fits all model. We provide our services in a number of ways to meet your situation. The recommended fee model will be identified at the conclusion of our first meeting.
At the end of the day, the value you receive from any financial planning service should exceed your costs. We have conducted extensive market research and are proud of our fee structure.
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WHAT WE BELIEVE IN:
Integrity: To be honest and fair.
Objectivity: Unbiased and data driven information.
Confidentiality: Our relationship will be built on trust.
Professionalism: We will engage in the most professional manner.
Authentic: Be who you are
Clarity: Easy to understand and remember
Simple: Is usually better
Financial Planning: is an ongoing process
Do the right thing. If you do the right thing you generate trust.
Do everything to the best of your ability with the time allotted....
This means the little things. They make a difference. This is a commitment to excellence.
Duty of care for client. We are a strong supporter of the Fiduciary Standard and Oath.
Place my clients’ best interests first
Act with prudence; with the skill, care, diligence, and good judgment of a professional