Purpose and Vision

OUR FOCUS: Alan Siegel Financial Services is owned and operated by devout Christians. We follow Biblical guidelines in the advice that we give and use Biblical principles during every aspect of the financial planning process. The Bible says more about money and possessions than any other subject and we believe that God's wisdom is superior to the opinions of men and women. Even in this modern world, God's Word is appropriate. By having a stated purpose and mission, we are more focused on how we may help and serve our clients.
 
PERSONAL PURPOSE STATEMENT
To honor God and care for people.
 
 
   BUSINESS PURPOSE STATEMENT
To honor God and care for people in the area of Financial Planning and Asset Management, incorporating and teaching Biblical principles of money management and stewardship.
 
 
   VISION STATEMENT
To have an eternal impact by providing Godly counsel, education and service to our clients and others. We desire to influence the means by which people manage and invest the resources that God has entrusted to them in a way that glorifies God and serves others, we desire to influence the way people manage and invest the resources God has entrusted to them.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck