Providing customized services for discerning clients

Core Values:

Clients First. Integrity Based. People Driven. Future Focused.

We put clients first – fiduciary duty, accessible, others above self

We act with integrity – transparent, highest standards, do what is right

We value growth – continuing education, diverse perspectives, collaborative spirit

We think long term – conservative, diligent, disciplined, dutiful

Positioning Statement:

Gavin Financial Group provides personalized and comprehensive life planning to investors who dream big because achieving financial freedom is challenging and we are uniquely positioned to share in the incredible satisfaction provided by the outcomes of prudent planning and collaborating with clients to enhance the lives of their loved ones and the communities they care about most.

Mission statement: We inspire personalized life planning to achieve financial freedom for investors who dream big.

Vision statement: We are passionate about achieving the financial dreams of our clients, inspiring and developing values-based professionals, and helping our community prosper through personal relationships and effective resource support. Our vision is to be the obvious choice for superior financial and wealth planning advice in the Great Lakes Bay Region.

Pledge: We, the associates of Gavin Financial Group, commit our energies, intellect, and knowledge to attain the unique objectives of our clients by providing the highest possible level of service and delivering quality investment alternatives and differentiated planning opportunities, maintaining confidentiality in all respects. Remaining responsible to the needs of our clients in a financial environment characterized by constant change is our continuing challenge. We believe that placing the financial well-being of our clients first will ultimately create a superior experience for clients, our community, and ourselves.

Value proposition: We believe that always placing the financial well-being of our clients first will ultimately create a superior, stable organization for clients, our community, and ourselves.