Ethics
"Age presents an opportunity to gain wisdom", says Mark Bertrang,
the president of Bertrang Financial and the creator of the Financialoscopy®.
"I bring a unique perspective of life's experiences, when I meet with each client."
"I remember the excitement of our first home,
bringing our children home from the hospital,
and seeing them grow into adulthood."
"I've experienced the heartbreak of sitting in a hospital,
not knowing what the outcome for a loved one would be."
"I've helped to settle a family member's estate,
who died too soon and too unexpectedly."
"I've sat in a nursing home seeing a relative's life reduced to a simple existence."
"When I counsel clients about their financial decisions,
I want to bring a sense of the wonderful possibilities that life has to offer;
yet, I am also aware of the complexities of life's unknowns."
"This is why I adhere to The American College Professional Pledge" –
In all my professional relationships, I pledge myself to the following rule of ethical conduct:
I shall, in light of all conditions surrounding those I serve, which I shall
make every conscientious effort to ascertain and understand, render that
service which, in the same circumstances, I would apply to myself.
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