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Selflessness: Why Reliant Puts Your Interests Before Our Own


BLOG 8 of 8 in Our Core Values Series. The best advice is not always the advice that is easiest for us to give. At Reliant, selflessness means putting your interests ahead of our own convenience, our own revenue, and our own comfort. It is the value that keeps every other value honest, because a plan built to serve us cannot truly serve you.

What Selflessness Means to Us

Selflessness is more than courtesy or a friendly manner. It is a discipline. It means we recommend the strategy that fits your goals, even when a different option would earn us more. It means we tell you when you do not need something we sell. And it means we measure our success by whether your family, your business, and your future are genuinely better protected, not by what a single engagement adds to our bottom line.

Why Selflessness Matters in Our Industry

Estate planning, insurance, and wealth management are fields where the professional often knows far more than the client. That imbalance can be used to sell, or it can be used to serve. Selflessness is our commitment to the second path. We would rather earn your trust across decades than maximize a single transaction today. When your interests come first, the right recommendation and our reputation point in the same direction.

Selflessness in Practice

  • Needs-first advice: We recommend what fits your goals, not what pays us most.

  • Honest no: We tell you when a product or service is unnecessary.

  • Clear trade-offs: We explain the downsides of a strategy, not just the upside.

  • Coordinated guidance: Our legal, insurance, and investment teams align around your plan, not their silos.

  • Long-term stewardship: We revisit your plan as your life changes, even when nothing new is being sold.

The Long-Term Payoff

Putting your interests first is not a marketing slogan for us; it is the standard we hold ourselves to on every plan, every policy, and every recommendation. When we serve selflessly, you get advice you can trust, a plan built around your life rather than our sales targets, and a team that stays with you as things change. That is how clients become clients for life, and how families and businesses pass that relationship to the next generation. Selflessness is the value that makes every other value at Reliant real.

 
 
 

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Locations:
4745 N 7th Street

Suite 210
Phoenix AZ 85014

10451 West Palmeras Dr. Suite 121

Sun City, Arizona 85373

1839 S. Alma School Rd. Suite 170
Mesa, AZ 85210

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Disclosures:
Legal services are provided by Reliant Law Group PLLC (RLG). RLG is a Licensed ABS in the State of Arizona (license number 70169).  RLG provides legal services to the public and is not an agent of, nor endorsed by, any Arizona court.

Insurance products and services are provided by Reliant Estate & Insurance Services LLC (REIS). REIS is licensed by the Arizona Department of Insurance (agent number 3002393123). REIS does not charge a fee for it's services. Instead, if you purchase any insurance products through REIS, REIS will be compensated by the insurance companies you choose to work with. Insurance products sold by REIS provide for a 30-day free look period as required by A.R.S. § 20-1233 allowing you, as the consumer, time to review your policy.

 

WARRANTIES & DISCLAIMERS
There are no warranties implied. Reliant Investment Management LLC is a registered investment adviser located in Phoenix, Arizona. Reliant Investment Management LLC may only transact business in those states in which it is registered, or qualifies for an
exemption or exclusion from registration requirements. Reliant Investment Management LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Reliant Investment Management LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Reliant Investment Management LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Reliant Investment Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Reliant Investment Management LLC, please contact the state securities regulators for those states in which Reliant Investment Management LLC maintains a registration filing. A copy of Reliant Investment Management LLC’s current written disclosure statement discussing Reliant Investment Management LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Reliant Investment Management LLC upon written request. Reliant Investment Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Reliant Investment Management LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and
all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. 

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Michael Rojas, Kevin Clark and Derek Mills (all dually registered) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

 
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

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Tax Strategies: Consult your tax advisor prior to finalizing any plans, decisions or products which may affect your tax exposure. 

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