- Integrity – Our word is the source of our power
- Contribution – Our work gives back to the communities that make the world more connected & sustainable
- Education – We believe that empowering each other with knowledge and embracing personal growth is the key to freedom and success.
- Equality – We are one world and we stand for each other’s greatness.
- 100% Transparency in all we do
- Never over/undersell
- Respond to communications within 48 business hours
- 1% of gross income goes to charities that support our planet – typically Charity:Water
- Serve at least 75% local and independent clients/customers
- Do not lot commission/bonus structures impact our advice
- Leverage technology to provide the best experience for our clients
- Continually grow and develop our company and staff
- Keep an open mind
- We are Inbundance, a unique wealth management firm that seeks to transform the world.
- Because we believe in the power of word.
- We fearlessly climb every mountain, jump every hurdle, and extend our hands to lift others up.
- Because we believe in the power of adventure.
- Our work fosters understanding, creates lasting value, and gives back to the communities that matter most to us.
- Because we believe in the power of connection.
- We stand that everyone should have access to the things that make life simpler, happier, and more fulfilling.
- Because we believe in the power of freedom.
- We vow to do what’s right for our clients and our planet. We know how important it is to feel heard, connected, and secure.
- Because no matter where you’re from or what you believe, we believe in the power of YOU.
For people who are up to something in the world, for the creators, the free-thinkers, and the entrepreneurs, we are the only insurance agency that puts your needs ahead of policy. We are the only ones who want what you want – and we are the only ones who are going to do whatever it takes to get you there.