Mission Statement

Our Mission Statement

The mission of Access Financial Services, Inc. is to bring order, discipline, risk management and wealth enhancement to the lives of our clients through a comprehensive, customized and integrated approach to financial planning.

Our Vision

Building on our success and growth since 1990, our vision is to:

• Continuously improve and expand our ability to serve our clients
• Deliver superior service that exceeds our clients’ expectations
• Continually develop and refine our processes to add increasing value to the clients we serve
• Be driven by the culture and core values that have resulted in trusting relationships with our clients

Core Values

• Integrity: Integrity is defined as the quality of being honest and having strong moral principles; moral uprightness and is generally a personal choice.  We choose to do the right thing, always.
• Transparency: We take complex financial situations and make them easy to understand. Our communication style is simple and direct.  We never hide anything from our clients, ever.
• Teamwork: We have a culture of teamwork with our staff and our clients.  By collaborating, we are able to provide the best solutions for our clients.
• Commitment: We care deeply about our clients as well as each other.  We are committed to improving and enriching the lives of those we touch.  We strive to be the best in what we do every day.  We continually raise the bar on the quality of advice and service we provide.