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Mission Statement for my Financial Advisory Practice Approved by ACMR
1. Mission Statement for my Financial
Advisory Practice
Howard L. Bregman, Ph.D., CRPC® | Chartered Retirement Planning CounselorSM
I believeinthe powerof financial planningtobringlongtermfinancial successbecause Ihave livedit.
My practice is builttobring thatpowerto bear forthe benefitof currentandfuture clientssothatthey
too mayexperiencelongtermfinancialsuccess. The more peoplethatharnessthe powerof financial
planningthe betterourworldwouldbe.
I use the Ameriprise comprehensive Dream>Plan> Track >® approach to financial planning. Myclients
receive worldclassclientservice. Theyreceive specificandactionable advice tailoredtotheirparticular
circumstancesfollowedbysupporttoexecute andmonitortheir plan.
A Values-based Practice
I bringto my practice the followingpersonal andprofessional values:
Family—whereIcome fromand where Ilive,the foundationof all thatfollows
Faith—belief thatexistswithoutproof thatthere isa reasonwhywe exist andthat we have the power
to improve ourworld
Commitment—adecisionmade freelytoparticipate fullyinarelationshipregardlessof the challenges
that mightarise
Making a difference—knowingthatwhatexistsisnotall thatcan existandturningthe dreamof a better
worldintoreality
Authenticity—beingtrue tomyself andsharingwhoIreallyamconsistentlywithpeople Imeet
Integrity—sayingwhatIdo and doingwhatI say
Words to Live by for Financial Success
Anythingyousincerelybelieve,ardently desire,andenthusiasticallyactuponcan come to pass.