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Core Values

“Honesty and transparency make you vulnerable. Be honest and transparent anyway.”
–Mother Teresa

Today’s economic environment presents many challenges. But along with challenges comes opportunities and potential rewards for those who can identify long-term trends. That’s where we thrive.

Operating under on our core values, GLH&C can help you stay the course so you feel more confident about your future and focus on enjoying life in the present.


Integrity is essential in a trusting client/advisor relationship, and our clients trust us implicitly. They know that we have their best interests at heart and that they come first.


Building a relationship based on trust begins with the promise of transparency. Our clients expect and receive our unbiased opinion on every financial strategy we create, and we disclose every fee and commission in our discussions.


Our advisors are extremely knowledgeable in their field, but it is their caring and kindness that make them exceptional wealth coaches. They each entered this profession to make a difference in the lives of their clients, and it’s a commitment they do not take lightly.


We have the utmost respect for our clients and respect the impact our recommendations have on their family, business, and lifestyle. For that reason, we always take the time to ensure any question you have is answered patiently and thoroughly.


Our advisors collaborate on every single case to make sure our clients receive the most innovative, intelligent and superbly-designed plans. For that reason, you can rest assured that an entire team of professionals is standing guard over your financial future.


We are a firm of true professionals. We believe strongly that we have an obligation to protect our clients and their families. With each phone call and office visit, they are reminded that we are truly dedicated to their success.

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