How To Find A Financial Advisor
Trusted Advice, Exceptional Service
Let Us Focus On Your Finances,
You Focus On The Other Important Things
The process on the other page, shows how you weed out any advisor or business model that is inherently against your best interests, and won’t solve your problems, rather they would add to your problems. Advisors selling mostly annuities, or investments in which they aren’t making the day-to-day investment decisions, are a terrible deal for a client. I explain why on the watch your back page. For now, trust me and avoid them.
Now you know the type of “who” to move forward with, let’s narrow it down further. Looking at it from your point of view, we will focus on the three most important components that will provide confidence in the professional that you choose. Clicking on the tabs below, you’ll find explainers on characteristics of Trustworthiness, Likability and Capabilities as components that are irreplaceable. I have yet to see any relationship between a client and an advisor work well without them. These aren’t just limited to professional relationships either, they are applicable to all relationships.
Click each tab to see the details
Trust and Honesty
Trust is the most important aspect of any relationship. On a professional level, no character quality or value system even comes close.
By definition, you have trusted me thus far, as evidenced by the fact we made it to this point. In doing so, you have enabled yourself to be shown a different way of looking at financial advisors and learned what to look for and what to avoid. With a little time, you will see the entire investment landscape, your financial situation, and markets in a totally new light. Your concerns and fears will be gone by the end of this site because you’ll know there is someone who cares, is capable, and you can trust wanting to help you. This trust will be cemented by witnessing my words, deeds and actions over time. Upon accepting that I am trustworthy and honest, you will know that I’m going to work very hard, and you’ll have someone working right alongside you, helping to ensure that your goals are met.
How You Benefit: You will never have to worry if your investments were bought for any other reason than to address your concerns and they are the best thing for you. You will know I positioned your investments to achieve your goals in a manner I honestly believe is best. We will discuss things as you need and at your pace, and you will be reassured that your plan is on track and never be concerned if I’m trying my best for you.
Likeable and Genuine
Likability In order for you to be comfortable and get the right help, you have to like the professionals in your life. You’ll be in a relationship where communication is the key to making sure the focus always remains on target. You have to like that person in order to speak with them as often as needed.
Fortunately, I enjoy talking with clients and taking a genuine interest in their lives. You will benefit in knowing you are in charge of how much, how frequent and how in depth you want to communicate. The client relationships I have are great because we are able to talk about financials and investments, but it usually turns into conversations about family, vacations, and future activities.
Capable and Smart
Assuming you like and trust the person, there is a final component in order for the relationship to be great. You have to believe the person can get the job done.
With almost 30 years in the investment advisory business, there are a lot of things I’ve experienced. I can promise this: “new challenges“ will pop up, and they will seem like important and life-changing events: bad market, bad economy, changes in laws, etc. With this in mind, you want a person whose experience and ability is proven. If I’m your advisor, you will benefit from my experience and all the “new” that I’ve dealt with. I will keep you on target to meet your goals using that experience
Proven Capabilities, Decades of Experience
Services That Solve Our Client's
Biggest Financial Concerns
All financial services discussed are included in our Service Agreement once we’ve had a chance to review your specific goals and objectives. If we identify services that are needed but outside our area of expertise, (taxes, legal, Insurance), I’ll be more than happy to help you identify a professional in that area if you want my assistance. Neither I, nor fiduciary Wealth Management receives any compensation, whatsoever, and this is done as a courtesy to help you if you need it. In identifying qualified professionals that can assist us in that area of concern. I don’t receive any compensation, nor am I affiliated with any other person or entity.
The financial services coming up in the next few sections have some pretty strange labels if you ask me. I’ll explain what each means, but it doesn’t matter what they are called because, to repeat, the entire process of having me as your financial advisor is to meet your goals. If you need income, we will build an income strategy, If you need growth, we’ll get the growth needed to meet your goals. Independent Wealth Planning has a dual meaning, and I want it in my company tagline for this reason. Looking at it from my perspective, it means I’m an Independent Asset Wealth Planner who is insulated from the pressures of the banks to sell what they want me to sell rather than what’s right. Accordingly, you benefit from that independence because I am not beholden to anyone other than you. I do not have any conflicts that would go against your interests.
Benefits of a Personalized Service
Together, We Identify Your Unique Goals ...
Identify The Right Strategy To Meet Them ...
and Continue to Monitor and Communicate Progress
There are various strategies which I regularly use for clients that will also save you on your tax bills while still making money. The most often utilized service is retirement planning. You will benefit from having a detailed plan and a strategy that makes logical sense to be able to meet your goals. And of course, it must be remembered that you have my phone number and can call to ask me questions or voice your concerns, so we can immediately discuss anything that has you slightly worried. Everything we’ve discussed so far has a direct benefit to you. My services are designed entirely around just that purpose: to address and solve the financial concerns that bother you and make them go away.
You benefit from all of this in ways that will not and can not be matched by any other advisor. Simply knowing that I value relationships so much more than anything monetarily, and doing the right thing for my clients, at all times, should give you confidence that your goals will be met to the best of my ability. When it comes to business, I ask myself daily: Am I helping clients the best I can? And If so, is that better than anyone else could do for you.
