Where Do You Want Your Financial Roadmap to Take You?
At our office, we follow fee-based services rather than transactional. Fee-based financial planning is a client-centered process of having a personalized and comprehensive financial plan put together for you at one pre-determined fee.
Conversely, transactional is less about the client and planning and more about the sale. This process can lead to the advisor “overlooking” aspects of a client’s financial well-being that aren’t necessarily conducive to being profitable for the advisor. There is often a lack of understanding of the client’s whole financial situation because the right questions weren’t asked, or the time wasn’t taken to dig a little deeper. When you work with us, this won't be a concern for you.
Are We the Right Fit?
There are three key things we want you to know about how we function as a business:
• Here at our firm, we actually take the time to get to know our clients. We treat you like family, which means our approach is loving yet straightforward.
• Because not everyone's financial needs are the same, we work with you to create customized strategies that address what will work for you.
• We provide comprehensive wealth management and retirement planning strategies that grow with you during every life milestone.
Are we the right fit? Schedule a free consultation and find out today.
What Is a 1035 Exchange?
