According to feedback from our clients, the four aspects that set us apart are:
1. Our multigenerational team approach-With the average age of a financial advisor over 50 and a large portion of the industry projected to retire in the next decade*, many individuals will have to find a new advisor in the coming years. Because of our multigenerational team, our clients will not have to change advisors mid-career or mid-retirement.
2. Having a CERTIFIED FINANCIAL PLANNER™ on our team-Most investors do not realize the amount of time and rigorous testing these credentials require. We believe Brandon Blanchard’s CFP® certification allows us to assist our clients in more areas of their financial lives. In addition to the technical aspects of planning, gained through CFP® coursework, we have also extensively researched and studied the behavioral mistakes that investors make. We use this information to guide our clients to employ sound principles and potentially avoid common financial mistakes.
3. Our straightforward and direct approach to providing advice-We do not always tell clients what they want to hear, but we believe our clients really benefit from knowing we are people they can trust to be honest and forthcoming.
4. Our consistent and proactive service model-We are very proactive with our client relationships as we; have regularly scheduled financial strategy meetings, send out a monthly e-newsletter, inform our clients with timely ideas or upcoming deadlines, but most importantly, we reach out to clients when we see an opportunity to help improve their financial situation. We are constantly thinking of ways to be proactive, such as contacting clients when tax laws change with strategies to consider and informing clients of their eligibility for advanced Social Security claiming strategies.
We believe our multigenerational team structure, extensive knowledge, approach to providing advice and proactive service model makes our clients’ lives easier and drives better outcomes for them and their family.
*Cerulli Associates, U.S. Advisor Metrics 2017: The Next Generation of Planning