Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Lori Tseu-Rodriguez
President, Guardian of Hawaii
Lori, a graduate of the University of Washington, embarked on her professional journey at a family-owned life and health agency in Kirkland, Washington. The experience instilled in her the values of diligence and dedication, prompting her to join her father’s agency in 1990. Alongside her father, Fred Tseu, and brother Steven, she assumed pivotal ‘behind the scenes’ responsibilities, ensuring the smooth operation of the agency.
Today, Lori remains committed to the principles of hard work, efficiency, integrity, and fostering meaningful connections. Treating her clients as cherished friends, she endeavors to provide exceptional service with a warm smile and a generous spirit. Her passions extend beyond the professional realm; she finds solace in quilting, solving word puzzles, immersing herself in literature, and exploring diverse cultures through travel and cuisine. An advocate for community cohesion, Lori actively supports social initiatives within her church, particularly those aimed at strengthening family bonds. With a compassionate heart for seniors and children, she finds joy in lending a helping hand wherever it’s needed.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.