1612 Summit Avenue
Research, asking questions and finding answers are all parts of the financial process. Lucky for you, we do it all the time, and now we can share it with you. When you need more, we are a click or call away. Take a look at our frequently asked questions below.
Fiduciary means to hold a confidence or trust. As a financial professional who has a fiduciary responsibility to his or her clients, we must put our client’s needs and interests ahead of our own. Advisors with a fiduciary responsibility are less likely to push products that earn them a quick buck.
A financial planner will quarterback all the key financial planning pillars to develop a customized plan for your financial goals. He or she should have the proper training, experience, and certifications to help you pursue your goals. It important that a financial planner takes the time to understand all the financial aspects of your life
There are several different financial planning certifications. One of the most common certifications are CERTIFIED FINANCIAL PLANNER™. A CFP® professional has competency and experience in all areas of financial planning including, Retirement Planning, Investment Management, Tax Planning, Estate Planning, and Risk Management.
Financial planning looks at a person’s overall financial picture. A financial planner will often ask a prospective client to fill out an extensive questionnaire to understand his or her financial needs and goals.
It is good to review the plan when there is a lifestyle change such as marriage, birth, death, or divorce. Any change in financial position should be evaluated as well. We have scheduled meetings with our clients depending on their needs, where we review how the plan is being implemented. The review also considers changing goals and circumstances.
Typically, information regarding investments held, number of dependents, income and expenditure details, savings, and financial planning needs, etc. The more accurate information you give, the better the quality of advice given.
Consider a visit to your doctor. Without complete and fully accurate details, your doctor cannot prescribe the best course of action. The same applies to financial planning. To obtain the best service for your “financial health,” all details and specifics must be disclosed. Please note we treat your personal information with strict confidentiality whether or not you become a client.
Finding the right fit for your financial planning needs is critical and finding the right fit for client relationship is equally important. Our ideal client is someone who values and wants a relationship. They are someone who wants and needs our help and enjoy a family atmosphere. Our ideal client wants to know they have a team working for them that offers a personal touch. Our ideal client must also understand how important it is to have a PLAN in place and understand our investment philosophy. We are investment professionals; we do not speculate. We have an investment philosophy that we stick to during good times and times of duress.
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