Values
Values. At the Flanigan Wealth Management Group (FlaniganWMG), our values shape everything we do, in life and in business. As mentioned in William’s Message on the Home Page we value integrity, objectivity, and transparency. William believes integrity is the most critical key to success. Our financial guidance and decision making is always based on the utmost integrity and that translates into objective, professional financial guidance, even if it goes against trends. Further, managing and reducing client risk exposure is absolutely fundamental to our business model.
William also prides himself on conducting independent research and that is where the value of objectivity comes in. On any given day, news reports and articles from business journals, the internet, television and radio compete to sway investors one way or another, usually in their favor. And institutional analysts are no different. Their public valuation of stocks, either upgrading or downgrading stocks may be motivated by parties and stakeholders who have a hidden interest in promoting or downgrading particular market sectors, financial products or instruments. That is why William reads and analyzes business, financial, and economic information at the global level almost around the clock, to both keep informed and to filter for relevance. A big part of objective analysis is to comprehensively review available information and translate which information is objective rather than personally motivated.
Lastly, but just as important is the value of transparency. As a licensed Advisor, William is bound by strict rules, regulations, and ethical standards in the field. The SEC develops policies and procedures that Broker/Advisors must follow or risk severe penalty. LPL Financial promotes and enforces these rules as well as the highest standards in ethics and compliance when scrutinizing Financial Advisor performance. LPL’s priority is to protect the client. The firm is transparent about its policies and level of compliance and oversight, to reassure clients their wealth and retirement savings are in the most capable hands. Please visit the LPL website (www.lpl.com) for more information or inquire with the FlaniganWMG for more compliance related literature.
