INVESTING IS AN ONGOING PROCESS

Here’s a crucial thing to understand about wealth: It’s more than the sum of your dollars and assets. Wealth is a tool meant to be used to enable the financial future you desire.
 
The Buell Financial Group uses a different investment process than you’ll find at other wealth management groups. We’ve learned over the years that building mutual trust is a lynchpin to building wealth.

Since we have five different advisors, each with differing backgrounds and perspectives, you can be confident one of our advisors will match your needs.

SOME QUESTIONS ARE MORE IMPORTANT THAN OTHERS

Remember being asked “What do you want to be when you grow up?”

We ask our clients a similar question during our very first conversation.

Only we start with something a bit more open ended.

“What is important to you?”

Your answer serves as the foundation to everything that follows.

You may want to build a charitable legacy.

You may want to leave enough for your great grandchildren.

Or, you may want to put it towards as many life experiences as possible.

To help our clients more clearly imagine their financial future, we work with you to complete our Envision® process. This gives your financial advisor more information to work with while they plan an initial roadmap for your investments.

PUTTING THE INVESTMENT PROCESS INTO MOTION

While your individual portfolio will be built from the ground up, we find that most investment objectives fall into certain timeframes.

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The above strategies are for hypothetical pruposes only and do not indicate a specific recommendation.

It doesn’t matter if your financial horizon is short or long. You can expect us to check in with you frequently along the way. But we will discuss more than the status of your investments.

We’ll want to keep current about your life’s developments and changes. This helps us get to know you for the individual you are. More importantly, it helps build the rock-solid relationship and trust needed for us to help you make the most informed investment decisions possible.
Buell Financial Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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