Philosophy & Principles

Like our financial plans, Simonet Financial Foundation is built firmly on sound principles & philosophy.

What Matters is not the idea a man holds, but the depth at which he holds it. —Ezra Pound

What We Believe

Always start with a plan. Learning is life-long and we should strive to continually improve in our craft. While we can’t always control the outcomes, we can always control our choices. There is no such thing as “one size fits all.” Everyone’s situation is unique and deserves a solution tailored to meet his or individual needs. All advice and recommendations should be in the client’s best interest—regardless of potential conflicts, incentives, or compensation.

Core Principles

Simonet Financial Group has adopted the CFP board Code of Ethics & Professional Responsibility as the foundation of our Core Principles. These Principles are general statements expressing the ethical and professional ideals certificants are expected to display in their professional activities.

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