What to Expect

Expect Excellence


Our Commitment to You

Tupler Financial partners with you to plan for life by developing personalized plans to help you achieve your financial goals. We listen and help you navigate life’s many paths.

Our Code of Values

Tupler Financial clients are the most important people in this office, whether they are visiting in person, corresponding by mail, or speaking on the phone. All of our clients deserve a timely response to all inquiries or contacts. 

  • Our clients are not dependent on us—we are dependent on them.
  • Our clients are not an interruption of our work—they are the purpose of it. We are not doing them a favor handling their inquiries—they are honoring us by giving us an opportunity to earn their business. 
  • We will hold in strict confidence, and consider as priveleged, all business and personal information pertaining to our clients' affairs. 

What We Expect from our Clients

  • We request our clients to be continuously forthcoming with all relevant financial information in order to allow us to provide the optimal level of service and guidance to them. 

  • If you are displeased with any element of our service, we ask that you contact us by phone or via e-mail so that we may promptly address any issues that arise. 

  • If you are unable to keep an appointment, we request notification a minimum of 24 hours in advance. 

  • If you are pleased with the service and results you are receiving, we would be honored to receive introductions to friends, family members, or business colleagues whom you believe would appreciate the same level of service you have received from us. 


Planning for Life
You can also expect to experience our unique, comprehensive approach to planning for life