First Standard Financial- Mel Coffey: My goals for any client are simple. I try to make them feel comfortable and confident that they can achieve their financial goals. I am constantly keeping them up to date on investments, insurance products, portfolio management, risk management and asset allocation, which in turn can help them reach their end goals.Transparency and Integrity are 2 traits I live by. Without them the foundation of any worthwhile endeavor is being built on a shaky foundation at best.