Our performance standards are guided by our values.

They provide a "Bill of Rights" for our clients. By consistently exceeding these performance standards, we continually provide the high quality of service our clients deserve.

1. You will receive friendly, courteous, awesome service.
2. You will be respected.
3. We will honor our commitment to you.
4. Our services will be of an exceptional quality and designed to add significant value to you or your organization.
5. You will be able to seek our help to implement any of the ideas or services we offer.
6. We believe that your perception of our performance is always the reality.
7. We will acknowledge calls from you and return them quickly. If we don't have the answer you seek at that time, we will give you a date when we expect to have an answer.
8. We will be honest, truthful, ethical, and "upfront" with you at all times.
9. We will communicate with you frequently as we try to build a "win-win" long-term relationship.
10. Your feedback is critical to our continuing to improve. We're always looking forward to your ideas, comments, and suggestions.
11. We ask that you respect our time as we do yours.
12. Our professionals will be proactive and make you aware of both opportunities and threats we identify. We will explain the options available to you in advance.
13. We will offer you refreshments when you visit our office.
14. We will continually strive to learn more and apply that knowledge to better serve you.
15. We will provide you with referrals to other professionals we trust such as bankers, lawyers, insurance agents, etc.
16. We will strive to anticipate your needs before you ask for our assistance so that we can be proactive in our service.
17. We will diligently follow the Dugan & Lopatka statement of values in all we do.