The Value We Provide:
Our Philosophy
"Tenet" as defined by Webster's dictionary means:
A principle, belief, or doctrine held to be true.
As a client of our firm, we consider you family, and our loyalty belongs to you, not to some corporate entity. Understanding you and what makes you unique is an important component of a successful relationship. As stewards of your financial wealth, we will build a relationship with you that goes beyond traditional planning and results in a meaningful approach that focuses on health, wealth and living.
Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC The Tenet Financial Group is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS.
The Tenet Financial Group does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. We cannot guarantee future financial results.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20889 - 2021/3/25