Mission Statement & Commitment

MISSION STATEMENT: We will provide Financial Planning and Wealth Management Services to the best of our abilities, always improving the quality and expanding the scope of such services. We will seek to work with individuals who are serious about developing, implementing and reviewing their Personal Financial Plan. By offering these services to a receptive client, we hope to ensure the attainment of their financial goals. Further, we will provide follow up education and service beyond their expectations. ______________________________________________________________________          OUR COMMITMENT FROM DISON WEALTH MANAGEMENT

* Dison Wealth Management’s clients are the most important people in this office whether they are visiting in person, by mail, or by phone. * Dison Wealth Management's clients are not dependent on us – we are dependent on them. * Dison Wealth Management's clients are not an interruption of our work…they are the purpose of it. We are not doing them a favor by handling their inquiries…they are doing us a favor by giving us an opportunity to earn their business and trust. * Dison Wealth Management's clients are always right. Our clients’ opinions, feelings and values direct their financial planning process. * Dison Wealth Mangement's clients rely on us to help them prosper. It is our job to do so. ______________________________________________________________________