Our Values TAKAGI & TAKAGI MISSION STATEMENT: As our family tree grows with the next generation of leadership, we work to remain grounded by our values and deep roots in the community, and a desire to positively impact our world. WE VALUE OUR CLIENTS We aim to help clients feel empowered and confident. We invest time and care into client relationships, and have high conviction in our years of product research, comprehensive planning strategies, and personalized customer service. We use educational discussions and long-term planning techniques to lower client anxiety levels brought on by sensational news cycles and regular market downturns. We believe in accountability, transparency, trust, honesty, hard work, and integrity. Our competitive advisory fees are consistently lower than the national average for financial advisors, and we are committed to ongoing upgrades to enhance account accessibility and security. Responsibilities to Our Clients WE VALUE OUR EMPLOYEES Takagi & Takagi is committed to employee health and wellness. We believe that a combination of teamwork, communication, and flexibility helps to create a positive, efficient, and healthy work environment. We are proud to provide the option for standing desks, ergonomic chairs, and flex-time for daily exercise or personal errands. We host regular employee appreciation lunches, give comprehensive medical and dental coverage, and encourage employees to utilize vacation time and paid parental leave.We believe in ongoing employee development, using periodic reviews and goal-setting sessions to ensure all team members feel supported, productive, valuable, and energized for the year ahead. We strive to cultivate team members who feel proud of the positive work they do on a daily basis, while also living a balanced and full life outside of the office. WE VALUE OUR COMMUNITY We value civic engagement and community outreach. We support local initiatives through volunteering and charitable giving. Our advisors have varied skills and passions: some teach financial literacy and business skills to students; others hold leadership positions on boards that support financial planning awareness and education, or arts and culture. Some cook meals and host homeless families overnight as they transition to low-income housing solutions; others participate in marches promoting diversity and inclusion, or put in sweat equity during monthly community work days focused on sustainable eradication of invasive plant species. Takagi & Takagi is a proud member of the Family Business Center of Hawaii, and we support other local family and small businesses with similar ethics and goals of investing time and resources back into our community. WE VALUE OUR WORLD We want to have a positive impact on our nation and world. Our ultimate dream is for everyone to have access to financial education classes, from elementary school through adulthood, on topics like budgeting, student debt, credit cards, compound interest, investment principles, and the stock market. We want people take control of their financial well-being with the help of online resources, professional planning, or a combination of both.Consider the ripple effect: If a retiree feels secure that she won't outlive her money, what kind of valuable outreach might she end up doing in her spare time for her community? If a college graduate takes time to establish priorities and discuss a financial action plan, what kind of advantage does that give him in the work he pursues, or the quality of his mental health and anxiety levels throughout adulthood? We take seriously our role in strengthening the health and wellness of our world, one client at a time.