MISSION
Omega Financial Group will purpose to provide a truly caring attitude for every individual client. We will listen to and accumulate information from the client first and then work at providing the right prescription for each client to assist them in accomplishing their personal stewardship responsibilities. We will endeavor to provide a sense of security for individuals and families through education and the implementation of “all-weather portfolios” thus providing a peace in the midst of the financial storms. It is our goal to provide the highest degree of satisfaction to clients, employees, vendors, and owners. As we reach for excellence we will continually eliminate defects and create habits of optimum client service with every employee.

VALUES
Omega Financial Group realizes that our past and future success results from its vision of excellence and the values by which we live. The attached values are a set of principles which capture the spirit and the very culture of our company. We do not possess our values as a company in order to succeed; rather, we believe we will succeed as a result of the values we embrace.

HONESTY
We will accurately report all the facts available to us. We will strive to be genuine, open, and aboveboard in our relationships. We will always give complete disclosure to clients regarding investment expenses, sales charges, and how we are paid.

INTEGRITY
We will be reliable, dependable, and can be counted on to keep promises. We will say what we do and do what we say. This pertains to clients, as well as each other.

RESPECT
We will practice the “Golden Rule” in decision-making. We will respect human life, dignity, and the rights of everyone including considering their health, safety, and work environment. We, as a company, will aim to motivate each other by praise and positive affirmation rather than criticism.

HUMILITY
We are in business for the people we serve (clients, employees, partners, vendors, and our community). If disagreements occur within our organization with outside parties, we will approach the problem with coolness, class and with the understanding that there are always two sides to a problem.

TEAMWORK
We will engender a cooperative and unselfish spirit by striving to maintain good working relationships and to support the efforts and goals of others.

STEWARDSHIP
We will strive to use wisely and prudently the resources with which we have been entrusted; our company will participate in community charities and serve our community any way possible.

ACCOUNTABILITY
Every person is responsible for his or her actions and accountable to a higher authority. In order to achieve our goals each of us will accept individual accountability for how we carry out our responsibilities as well as quickly acknowledge when we need assistance and seek out appropriate guidance.

OMEGA FINANCIAL TEAM
At Omega Financial Group we have an esprit de corp of enjoying being a team that is continually encouraging and supporting one another.

FAMILY
Omega Financial Group recognizes that the family is the foundation unit of every society. The family has a higher priority than the firm and its profitability.

MINISTRY
We accept the call of being ministers to the market place. We will endeavor to help other people, either clients, or prospects, whether we recognize immediate business success or not.