Our Principals.

This is who we are.

Every Financial Services firm has principles. And most of the time they probably sound exactly the same. We believe Advisory Financial is different in almost every way. Our principles were deliberately created with you in mind.

We serve the needs of consumers, just like you. That’s why we have built our firm on the foundation of suitability lending.

Our Core Principles
We are guided by a set of unique principles that have shaped every part of our business. You’ll see this in everything from how we build client relationships to the financial management strategies we recommend. In a world of point-and-click solutions, our approach may not be right for everyone. But we’ve learned through decades of experience that it’s our way of helping you succeed.

Focus on You — we focus on one client, the experienced consumer looking to rebalance and reposition credit card and provide solutions for the most efficient method of repayment. All aspects of our business support this. Everything we do is aligned to help us better understand and meet your unique needs.

Our Credit Solutions Philosophy - our philosophy emphasizes quality and most efficient use return on dollars spent. We strive to avoid solutions that we believe is confusing or likely to disappoint.

Our philosophy is based on a set of trade-offs. We have clear guidelines around what we do and don’t recommend. We believe focusing on client needs, custom-tailored solutions and maintaining a long-term perspective are the key ingredients to reaching your goals. All three of these elements work together; it’s not enough to follow one or two. This approach should help reduce major disappointments along the way. Your Financial Analyst will work with you to make sure this philosophy is the foundation of your credit management strategy.

Relationships Are Key — our friendly advisors are excited to meet with you to understand you’re financing needs. Our staff members are welcoming, accessible and available to you at a moment’s notice.

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