Our Mission


At the Oughtness Group, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Confidentiality and discretion at all levels is always upheld. Your information is secure and released only on your request.

We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our mission at the Oughtness Group is to listen to you, gathering both qualitative information and quantitative data, analyze the important financial issues, prepare and then present a financial plan with clear recommendations, achievable goals, and a path to a favorable outcome. Since the best plan has long range goals with short to mid-term objectives, regular review and course corrections are included in the plan.

When plan recommendations are made, you have the choice of implementing your plan as you see fit, prioritizing, adding, or deleting from the plan. If purchase of financial products are appropriate, Oughtness Group will present a matrix of products and help you make an informed decision. However, all decisions are yours, including the option to go outside the choices provided by Oughtness Group, and purchase elsewhere.