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... Our Core Values and What They Mean to Us

     More than just words, our Core Values drive everything we do.  And whether you're a client or a 

     colleague, you can expect the following from every L&M'er:

Caring

We seek a clear understanding of the needs and concerns of our clients and colleagues in order to foster strong, mutually beneficial, and lasting relationships.

  • We promote dignity, respect, and courtesy.
  • We help people grow professionally and personally and understand that everyone deserves a rewarding life.
  • We actively listen and ask questions to clarify our understanding.
  • We respect others’ ideas and encourage original thinking and responses to problems.
  • If we sense something is wrong, we inquire and try to understand and help.

Proactive

Because we are service-focused, we anticipate the needs of others and initiate activities and communications to address those needs.

  • We monitor industry specific changes and assess and communicate their impact on our clients. 
  • We provide best practices ideas to our clients and colleagues.
  • We plan effectively for the benefit of everyone.
Responsive

We are accessible and prepared to act quickly to meet the needs of others.

  • We take every client and colleague inquiry seriously.
  • We promptly respond to phone calls and emails.
  • When a situation demands it, we re-prioritize in response to the needs of others.
  • We mutually determine deadlines and consistently meet those deadlines.
  • We take responsibility for our results and how we accomplish them.
  • We work efficiently because others deserve it and expect it.

Trusted

Our actions and our words demonstrate that we are reliable and dependable, always striving to meet the highest standards of our profession.

 

  • We maintain confidentiality and respect the privacy needs of others.
  • We are open and honest and make others feel comfortable.
  • We follow through on promises and commitments.

Excellent

We hold ourselves to the highest level of personal and professional performance by promoting a culture of continuous development and collaboration.

  • We accept occasional failures as part of succeeding.
  • We seek continuing education for both professional and personal development.
  • We value integrity, initiative, leadership and hard work.We recognize our responsibility to teach others.
  • We believe that better solutions come from teams rather than individuals.
  • We provide a fair and thoughtful evaluation of the performance of others in an atmosphere of mutual respect and growth. 
  • We attach our name with pride to the products and services we deliver.
  • We encourage others to challenge the status quo.
 


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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.

Lumsden & McCormick Financial Services, LLC is not affiliated with 1st Global Capital Corp.

Investment Advisory Services including fee based asset management accounts held through NFS LLC are offered through 1st Global Advisors, Inc.

All other financial planning services are offered through Lumsden & McCormick Financial Services, LLC.

We have individuals registered to offer securities in the states of Arizona, Arkansas, California, Connecticut, Florida, Maryland, New York, North Carolina, Pennsylvania, Tennessee, and Virginia. This is not an offer to sell any security in any other jurisdiction.