Welcome to Tull Financial Group, Inc.
Our Mission :
“To be the Financial Advisor of Choice
For the Hampton Roads Community”
We are grateful to be a part of Hampton Roads, and we desire to provide our local community with the absolute finest financial planning services available.
We continually strive to maintain and improve upon the three key areas:
Business Philosophies: “What qualities are important to our profession?”
Business Core Values: “What qualities are important to us?”
Practical Application: “How do we turn all these qualities into daily practice?”
Business Philosophies:“What qualities are important to our profession?”
With more than 20 years in the Financial Planning Profession, Robert W. Tull, Jr., CFP, is keenly aware of what is routinely required to meet and exceed our clients’ needs and expectations:
The FPA® Code of Ethics – Maintaining high standards of quality in the Financial Planning Profession, it is comprised of 7 key principles – integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.
Objectivity – One of the greatest assets we bring to your planning is the fact that we are removed from your situation. We believe in making decisions based on research, rather than pursuing what is temporarily popular or superficially appealing.
Professionalism – We educate ourselves and remain current with the most effective investment techniques and products. This allows us to offer our clients superior investment alternatives.
Initiative – Procrastination is the most common reason many individuals never achieve their goals. It is our job to encourage implementation once you have made the decisions.
Business Core Values: “What qualities are important to us?”
Trust – Our #1 priority is to establish a personal, committed relationship with each client, based on honesty, openness, and confidentiality.
Relationship – Building a highly customized Financial Plan is our goal, and we cannot accomplish this unless we know who you are. We value our relationships and enjoy serving some of the best people in Hampton Roads and beyond!
Integrity – We have a strong commitment to each client to assist them in achieving their long-term goals using the highest standards of service.
Excellence – We are committed to quality and to providing outstanding service.
Discipline – Continuous investment research and asset allocation management helps us maintain optimal and healthy client portfolios.
Practical Application: “How do we turn all these qualities into daily practice?”
Personalized Services – Each client represents a unique set of needs and services. We determine those needs through the Financial Planning Process, we keep you informed on our progress, and we remain in regular contact to make sure all of your needs are being met.
Technology – We keep our staff equipped with the highest-quality technological tools available to the Profession. With cutting-edge capabilities, we can serve you more efficiently and effectively.
Internal Structure – It is critical to us that your experience at Tull Financial Group is as smooth and hassle-free as possible: We have designed routine internal procedures to guide you through the myriad of decisions and changes.
Compliance – The Financial Planning Profession's Compliance requirements are designed to protect you, the client, and we take those requirements very seriously to ensure our clients’ best interests are protected at all times.
Team Spirit – It can honestly be said that we all enjoy where we work and love what we do. Not only do we enjoy serving wonderful clientele, but we also enjoy working with one another.
If you would like additional help beyond the information presented on our website, please feel welcome to contact us.
current page: http://www.tullfinancial.com/about/mission.asp