Our approach
We believe that before investments and products ever come into play, we must establish a relationship. As such, we believe a financial professional should listen before acting, reduce your stress, and provide ongoing consultations and adjustments.
Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.
Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.
Isolation Model
The isolation model stifles teamwork and creates barriers between you and your advisor. Financial plans and strategies may be developed without all the pertinent information available. You, the client, carry the burden of juggling materials and information from many different professional sources.
Holistic Functional Model
The holistic functional model unites you and your financial advisor for your financial journey. The advisor can work cooperatively with other professionals on your behalf. These key partners can update each other on crucial information. You can experience the peace of mind and freedom of having a financial team on your side that truly works for you & with you.
Being a fiduciary is much more than how you pay for services.
The Scalable Hybrid Relationship
Our clients prefer a scalable, transparent relationship for our compensation. You get what you pay for. Often a fee based or advisory relationship fits the best; but not always. Sometimes our clients need a solution that is commission based to help fill their specific needs. We feel strongly in finding and agreeing upon the right solution for the client first. Then we find that transparency is key to fulfilling our fiduciary relationship. It seems counterintuitive to limit the solutions available to our clients solely based on compensation models. It is OK if you feel differently; we will adjust as best we can to work the way that is most comfortable for you.
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