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Our Vision & Mission

We have evolved into a unique financial services powerhouse that capitalizes on our position of incredible financial strength. The goal is to be a highly respected, world-class (and best in class) diversified financial services organization. We provide real value to all stakeholders and are a high-performance enterprise which is a true leader in every sense of the word. Ultimately, we are positioning ourselves to be the absolute best at everything we do in our pursuit of excellence. At the end of the day we want to be an extraordinary long-term personal financial services organization with a number of excellent pockets of strength within the institutional marketplace. We will continue to take a long-term view as we build this incredible franchise.

Culture + Capital + Competence + Capacity + Challenge = W&SFG

Our fresh water approach to the business: Develop the finest culture possible while building the best capital cushion in the industry.




At the end of our careers we want to be able to say, “I could not have enjoyed my work more, nor could I have done better anywhere else.”

Western & Southern Financial Group’s mission spans four key areas:

Customer Mission: To help clients meet their major financial needs by providing responsive, competitive life, health, retirement savings and investment products and services.

Home Office Mission: To develop increasingly profitable, long-term relationships with our clients, producers and other stakeholders.

Financial Mission: To be a top-quartile performer in everything we do; top decile in our core areas of focus.

Business Development Mission: To create profitable relationships with clients by providing needs-based solutions (products and services) while observing the highest standards of ethics and business conduct.

Our culture, which embodies attitude, disciplined execution, financial results, loyalty, teamwork and passion, will be the key to our success. We will go from “Good to Great to Fantastic” by 2015, and have a great time in the process.