When I meet with people for the first time they often ask why we’re different from any of the other financial advisors located in this same great office space located on every floor of this building.  When it really comes down to it you would expect anyone calling themselves a financial advisor to have the core competency of being able to put together a plan and build an investment portfolio to get you to your goals.  Having extra letters behind ones name isn’t just to impress and take up space on a business card, it’s our commitment to be the best at our craft.  Whether you go with stock A or stock B, Bond A or Bond B, it’s all really just a commodity that can be bought through any of the many advisors that work in this building, any firm on wall street, from the various do it yourself online services to the newest free trading apps on your phone that we all heard so much about last year.

What makes us different is that we are the map-makers, providing you the financial plan to make your journey a success.  Life is busy and many folks are out there working away, saving money in a 401K, thinking about educating their kids, buying their first home, retiring someday, but not always stopping to see where along the road they are.  Sometimes it can be as simple as answering the question “am I savings enough”?   More often though it’s more complex such as I have my kids, he has his, we’ve blended this all together and what happens next?  We thrive on complex, the more messy and complicated your financial life the more we’ll help you organize it.

Our process creates a roadmap to make sure that the questions you don’t know to ask are answered.  We strive to put every piece of the puzzle together for you and help ensure that the wheels don’t fall off the bus!  Although we hope to make this easy for you, it’s not simple.  When you engage us in a relationship we understand that our team will be taking care of you and your family for life. We are committed to you and those you care about.   We need you to be willing and open to sharing information so we can create an accurate picture of where you are starting at, as well as providing us updates along the way.  We also expect openness to having a plan, respect for our work, recommendations and advice.  We don’t do this in a silo and have the depth of company that has been around 169 years behind us.

Does this resonates with you?  Do you feel that this is a missing piece and are looking for a partner in your planning?  We hope you’ll consider our team for a fresh approach.  Our 7 step roadmap to retirement ready is an example of the process we help with on this one particular money journey and is free for you to download off our website.  Wherever your travels take you, having us as your tour guide will help ensure a more enjoyable trip!