10 Things We Do For Our Clients
We have built our business around 10 things we do for our clients. Some of those things relate to our core values, some relate to services we provide and others answer questions most clients have asked us at one time or another.
We have built our business around 10 things we do for our clients. Some of those things relate to our core values, some relate to services we provide and others answer questions most clients have asked us at one time or another. They are listed in no particular order, but you will quickly recognize the ones that are most important to you.
We give advice, and lots of it. Most investors are overwhelmed with reams of data, charts and news alerts. With advances in technology, we can help dig them out from information overload. As the issues become more complicated and the products become more diverse, the demand for advice will continue to grow. We have found that clients usually have an idea of what they want to do, but they are willing to listen to new ideas and methodology.
Advice is only as good as the investment performance. We help you understand the tradeoffs between risk and reward and help you identify performance and risk levels you can live with. We take great care in guiding our clients to set personal, realistic goals. We have developed solid investment systems and continue to use fundamental analysis, research and performance for each of your investments, watching for pitfalls and opportunities in market trends.
We make ourselves accessible and keep the lines of communication open. We pride ourselves on quick response times to client requests and superior quality service in everything aspect of client interaction. We understand that your financial services require personal contact, not computer programs. Service is what separates us from the 1-800 numbers and what makes us accountable to our clients.
We believe that a satisfied client is an educated client. We strive to keep clients informed about their investments, and updated on the advancement toward their financial goals. We believe the more you understand your investments, the more comfortable you will be and the more trust you will have in us. We provide ongoing seminars, workshops, newsletters and individual client sessions to keep clients informed.
After gathering information on the health of your broad financial picture, we’ll provide a distinct comprehensive financial plan. We work directly with you to help us determine your risk tolerance, investment horizon and financial goals. We continue to follow your progress toward your goals and the changes that life brings, with regular consultations and updates.
We hold your hand along the way. Sometimes it’s tough to stick to a long-range plan when all we see is what’s right in front of us. We help our clients to see through the hype of the financial news and not be bothered if their cousin’s friend’s brother mentions over dinner one evening that he has the inside scoop on a hot new money-maker. With our clear and focused financial planning, we help you choose a vision for the future that is designed just for you and then we help you stick to it.
We believe the secret to a loyal clientele is to know our clients and what is important to them, not only their investments, but also their lives, their families and their dreams for the future. We work hard to make sure each family member involved in the investment process is included in every decision that relates to their success.
Clients can purchase most investments virtually anywhere. There is however, one very unique product that we offer: trust. We place the highest value on the trust our clients place with us, and we do everything in our power to earn it and safeguard it at all times. This trust begins to develop on the day of our first consultation and builds each day. Your trust is our highest compliment.
We provide an exceptional value for a fair price. We believe the balance between fair prices and the highest quality service provides you with the best value.
Someone To Talk To
When you aren’t sure how to make a difficult financial decision and you don’t have someone to help you, it can be lonely. We want to have your confidence so that you will call us when you are at a financial crossroads, no matter what the issue. If we can help, we will. If we can’t, we promise to find someone who can.