Our Philosophy

The team at Standard of (k)are Advisors believes that a plan sponsor can offer a well-designed plan with the best features, investments, and benefits, but the plan is not successful until every single employee understands how to utilize the plan to achieve Retirement Readiness.

What sets SOK Advisors apart is our unwavering commitment to retirement plan participants. Through one-on-one meetings, education and focusing on steps participants can take today to improve their Retirement Readiness, SOK Advisors is a team that truly cares about participants’ ability to attain their retirement goals.

Compliance

We agree to comply with all applicable laws and regulations. To do so, we must be knowledgeable and remain current on this body of rules and legal requirements. We also commit to serving our clients and prospects with the highest degree of professionalism and ethics.

Diligence

We recognize the need to be thorough and focused in carrying out our professional responsibilities. These qualities require diligence, planning, oversight and follow-through in working with our clients.

Confidentiality

Clients and prospects have a right to expect that their information is kept confidential. We will not disclose to third parties any client or prospect data or information that is entrusted to us, unless approved in advance by the client or prospect, or as required by a legal authority.

Competence

We understand the continually evolving nature of our industry. We are committed to ongoing education in our field so that we may apply this knowledge to our work. Further, we will apply sound judgment in determining where the limits of our knowledge and experience lie, seeking out expertise when appropriate.

Integrity

We understand that serving the client with honesty and skill is our primary goal. To that end, we agree to always place the best interest of the client or prospect ahead of our own, deferring the promise of personal gain.

Disclosure

We believe in the importance of full disclosure when it comes to any compensation we receive in connection with the services we provide.

Furtherance of Industry

In recognition of the importance of helping our clients and participants pursue their goals, we as a team commit to maintaining a positive, productive work environment that is fully dedicated to building our profession. By doing so, we seek to ensure a better future for our clients, and for ourselves.