The financial landscape has changed dramatically. An individual can no longer assume that large institutions are competent in the management of assets and arrangement of your financial plan. Consolidation and strategic conflicts are the norm in traditional service providers and their business models have suffered for those reasons.
We have structured the firm as an independent organization that does not try to be all things to all people. Instead, our goal is to be the preferred advisor for the preferred client. In that regard, it is important that we allocate our resources so that each client enjoys the benefits of a smaller firm without sacrificing access to what we consider the best tools and resources currently available. In a more focused environment, service and communication can be tailored for each client.
Each of us has unique goals and resources. We believe finding a relationship with an advisor that inspires effective planning, execution and results is the best way to pursue happiness.
- Independence is the most important attribute for a client-centered relationship
- Shared risk is preferred by using a fee-based model
- Working with business owners is superior to employee-based advice
- Bigger is not better, a small firm with robust resources is preferred
- An advisor should possess proven knowledge, experience, judgment and instincts
No system or financial planning strategy can guarantee future results.