Our company will always serve our clients by marketing financial education to properly enhance their ability to make informed decisions. This education will serve as a guide to stimulate progress as it relates to setting in motion change and the forward movement of new goals and new strategies. We will embrace our client’s existing ATTORNEY and CPA and work with them as a professional team to facilitate the design and implementation of the client’s goals and objectives as we work towards bringing the following to fruition:

• Wealth Accumulation for Retirement
• Wealth Distribution For Retirement
• Wealth Transference

These colleagues are our most valuable resource. As the company strives to respect and recognize our associates and facilitators, we will nurture growth, foster challenging opportunities for professional and personal career development, applaud initiative and reward them for the merit they bring to the company.

We will promote fair partnerships with all of our clients and associates through open communication and quality service.

Our company and our associates will act with relentless desire to seek excellence in all that we do. We have zero tolerance for compromising ethics, integrity or character. We will hold ourselves accountable to the highest ethical and regulatory standards.

Our company will add value to the industries we represent and the clients who allow us to become worthy of their confidence and trust by utilizing industry awareness, technology, prudent resource management and focused financial service strategies.

Bricktown Financial will be the elite marketing and distribution channel of choice for associates and facilitators who choose to utilize the all-star line-up of companies and services provided by our broker-dealer Institutional Securities Corporation. We will expertly distribute their products, services and solutions to all appropriate marketplaces.

Bricktown Financial fully commits to making our clients, associates and facilitators successful. We will show this commitment by consistently allowing our belief system to dictate our policies, process and goals, paying close attention to our goals and re- evaluating them to ensure they never violate our fundamental beliefs in the following:

• Utilizing all of our intellectual capital and resources available.
• Offering the best financial concepts and services to support the marketing of financial educations to build financially secure futures for our clients.
• Pursuing the continuous improvement, adaptation and innovation of our services, concepts, technology and overall support.
• Communicating clearly with associates and clients so they may build and enhance mutually loyal and beneficial long-term relationships.
• Creating an atmosphere of respect and dignity to enhance the “Quality of Life” by recognizing the personal worth of each facilitator, while admonishing them to reciprocate the same to their colleagues.

• The cornerstone of our company is to provide financial education so our clients can make informed decisions.
• Approved by the National Association of State Boards of Accountancy (NASBA) as a sponsor of national continuing professional education on the National Registry of CPE Sponsors for our clients’ CPAs.
• Approved by the mandatory continuing legal education commissions of the bar associations of Oklahoma, Georgia, Pennsylvania and South Carolina for our client’s attorneys.
• Host client roundtables so clients may share common ideas and problems in order to encourage networking.
• Underwrite professional roundtables for our clients’ CPAs and attorneys to facilitate exchange of ideas and networking.
• Conduct employee financial wellness seminars for employers.
• Official host of the Annual National Renaissance Symposium for clients’ CPAs and attorneys.
• Complimentary representation by our facilitators for initial strategic and all review sessions for the client and their financial counselors.
• No cost quarterly, semi-annual or annual reviews.

As firm members of Bricktown Financial, LLC, we want you to know you have the right, as our client, to expect the following standards from us:

1. You will receive friendly, courteous, quality service. You will be respected and not taken for granted.
2. We will honor our commitments to you absolutely.
3. Our service will always be of an exceptional quality and designed to add value to your business.
4. We believe totally that your perception of our performance is always the reality.
5. We will do our best to acknowledge any communication you have with us before the end of the next working day.
6. We will be honest, truthful and “up-front” with you at all times.
7. We will communicate with you frequently and openly as we build a “win-win” and long-term partnership with you.
8. Our service will be the absolute best quality and value so that you can get real benefit from us.
9. Your feedback is critical to our continuing to innovate and improve. We are always looking forward to your ideas, your comments and your suggestions.

As a client of Bricktown Financial LLC, we commit to the following:

• Our financial records will be complete and organized.
• They will be given to you in a timely manner to allow an opportunity for exceptional services designed to work towards increasing our personal net worth.
• When you request additional information from us, we will respond quickly. This assures that your work will be completed in a timely manner.
• We will keep in mind that referring a trusted friend to your company is the greatest compliment we can pay you.
• We will provide courteous, quality cooperation. We will respect you and not take you for granted.
• We will take an active role in growing your business and follow through by implementing the ideas and strategies that come from the financial education and advisor group strategies.
• We will communicate with you frequently and openly as we build a “win-win” relationship and long-term partnership.