Guiding Principles

D. A. Watson & Company

~ Guiding Principles ~

 

We believe…

 

in fact-based decision making

 

We believe…

in research

 

We believe…

in lifelong learning and continuing professional

education

 

We believe…

in transparency

 

We believe…

in communication with clients

 

We believe…

in goal-centric planning

 

We believe…

in evaluating returns in light of risk

 

We believe…

in trying to anticipate the unexpected

 

We believe…

in collaboration with other professional advisors

 

We believe…

financial plans are best when customized to a client's specific situation and circumstances

 

We make financial decisions easier