srk | FINANCIAL GROUP
srk ∣ Financial Group was founded in 1994 on the basic principal of providing independent and tailored solutions to help our clients with the wealth management process. Our company puts our clients first, above all others.
Our mission is to facilitate private clients and plan sponsors with their financial goals. You have goals and we help you achieve them.
We believe the path to financial success starts with a customized plan and staying on the track with the help of our management and oversight.
- Independent and customized solutions for Retirement Plan Sponsors
- Wealth Management and preservation strategies to account for current and future needs for Private Clients
Whether you’re a Plan Sponsor or a Private Client our mission is to guide you through the daunting task of preparing you or your employees for retirement. Our goal is to ensure you receive the highest standard of service – period. Our only interest is your best interest.
We partner with you through the wealth management process to make it as seamless as possible.
- Periodic review in order to maximize the communication channels to help you reach you and your financial goals.
- We strive to ensure that your current and future needs are part of every discussion to prevent any disconnect.
- Our client-focused relationships are built on trust as our team members serve as partners to our clients.
At srk | Financial Group we are clear about the purposes for which we exist, using rock-solid principles to navigate the road to financial success through the good times and the bad.
- Excellence: We strive to set the standard of excellence for all to follow. We innovate so we all may grow. Our firm exists so the lives of our clients and our team are better.
- Faithfulness: We serve our clients with the highest fiduciary standard.
- Trust: The foundation on which all relationships are based, trust is built on the ways we speak and behave.
- Lifelong learning: Eternal and cumulative, we encourage continued learning as a way to inspire our future.
- Respect: We treat our clients, colleagues and competitors with dignity. Our behavior is a testament to our respect.
- Growth: Our firm embraces the idea of above average growth and the positive change that comes with it to benefit our clients, team, and communities.