What We're All About
OUR VISION
Wipe out poverty in retirement.
OUR MISSION
Helping our clients thrive in retirement.
OUR CORE VALUES
Teamwork: We will create the most desirable outcome through collaboration.
Integrity: We are guided by a strict moral code based on biblical, Christian values. We honor our commitments and always act in good faith.
Elite: 98% of the world lives in the land of poor, good, or great. Elite is our standard.
Wow: Client satisfaction isn't acceptable. Happy and delighted are getting in the ballpark. We aim to wow.
Fun: What's the point of all this without having a ton of fun along the way?!
Our Family Agreement
Working with our clients is not a business transaction to us. It's a partnership. We're in this together. We think it makes sense to define some of the expectations in the partnership.
From us, you can expect...
An ongoing commitment to our mission statement and core values.
A prompt, courteous response to your calls, emails, and texts.
Highly trained, passionate team members focused on serving you and your family.
Outside-the-box strategies always framed around your wants and needs.
A commitment to growing our knowledge and expertise.
From you, we ask...
An open-minded desire to create a mathematically stronger retirement.
Let us know when situations or circumstances change. We want to act quickly.
100% transparency on your current situation & goals. We need the full picture to serve you fully.
Reasonable expectations. We're financial and wealth experts ... not fortune tellers.
A kind word to your friends and family once you are wow'd by working with us.
tim@320fg.com
(937) 756-3865
120 W 2nd St, Suite 615 | Dayton, OH 45402
Investment advisory services are offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch and 320 Financial Group are independent from one another. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment strategy.
tim@320fg.com
(888) 320-3499
120 W 2nd St, Suite 615 | Dayton, OH 45402
© 2024 - All Rights Reserved
Investment advisory services are offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch and 320 Financial Group are independent from one another. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment strategy.