Advanced Wealth and Retirement Planning Concepts is built on the principle of servant leadership. Our client-centered focus enables us to put your wealth building needs and objectives first when building a comprehensive retirement plan for your financial future. Through meeting the needs and objectives of our clients, we prosper. Our pledge to our clients is based on the following core values:

  • Integrity – We promise to maintain an honest and informative approach when assisting you in your retirement planning.
  • Ethics – Our moral code is at the core of our belief that all of our clients deserve fair and equitable treatment.
  • Commitment – We are committed to doing what’s best for our client under all circumstances.
  • Dedication – Our team’s primary purpose is to serve our clients well. We are dedicated to delivering the highest level of proficiency when rendering financial advisory services.

The servant-leader is servant first… It begins with the natural feeling that one wants to serve, to serve first. Then conscious choice brings one to aspire to lead. That person is sharply different from one who is leader first, perhaps because of the need to assuage an unusual power drive or to acquire material possessions… The difference manifests itself in the care taken by the servant-first to make sure that other people’s highest priority needs are being served. - Robert K. Greenleaf

Barbara Walker-Green, President/CEO of Advanced Wealth, shares insight on her teams mission statement