The biggest benefit you’ll see when you decide to work with us is a truly personal level of service that shows we care about you.
You’ve probably even experienced the exact opposite of someone who cares. Maybe they acted like they cared when you first started working with them but after time their attitude changed. They stopped calling. They stopped reviewing your investments. Maybe they even left the business altogether and left you all alone.
Does this sound familiar?
Does your story go something like this…
You found an investment person through a friend. This person helped you open an account. They told you about this great investment. They told you you’d make all this money and it’s easy. You thought it sounded great. You even thought…
“How Can I Lose?!”
You took the plunge and started investing.
You watched the investments like they were your vacation pictures.
At first you were excited about them. You opened every statement each and every month with all the excitement of a kid at Christmas only to find out that your money wasn’t growing like you were told it would. After a while you opened a statement here and there and the joy slowly turned to disappointment. Now it’s been quite some time since you’ve looked at a statement.
How do you know if it is doing what it is supposed to?
Has your investment person called you to review your investments?
Have they met with you to see what has changed in your life?
If they had you probably wouldn’t be looking for another advisor.
Maybe this sounds a little too familiar?
Now it’s time to make a change!
Your future depends on it!
You deserve to have someone who wants to help you!
You don’t need to be chained to someone who was there at the beginning because they hoped to make a quick buck!
How is that supposed to help you at all?
You deserve someone who will take the time to find out what your goals are.
You need someone knowledgeable to explain your current investments in a way you understand them.
You need to understand why you use different types of accounts like IRAs, Roth IRAs, 401(k)s, Individual Accounts, Transfer On Death Accounts, 529s, Joint Accounts, Beneficiary IRAs, Simple IRAs, Trusts, and many other types of accounts.
You probably have goals you want to achieve when it comes to your financial future. Right?
Do you think it would be really helpful to have a coach to help you get clarity on those goals?
Would you be able to do more in a shorter amount of time if you had someone helping along the way?
I know it would help. I know it will help you immensely!
Here is the commitment I’ll make to you:
I’ll help you understand what investments you currently have. I’ll explain your account to you in a way that makes sense to you.
I’ll help you figure out what your financial goals are.
You’ll get clarity on these goals to a point that you know why you have the accounts you do.
You’ll know how much you need to reach your goals.
And best of all…
You’ll feel a sense of calm knowing you have help and support towards pursuing your goals.
The support comes through meeting with you each year to review how you are doing. We’ll look at where you started and make sure the goals you started with are still the same goals you want to continue towards.
This ongoing coaching and support is a huge benefit to you pursuing your goals!
This whole process of finding a Financial Advisor can be very overwhelming. There isn’t a one-size-fits all approach to helping you. You need to make sure you feel like it’s a good fit for you. You want to make sure you are working with someone knowledgeable.
I hope you take the first step in finding the right Financial Advisor for you by picking up the phone right now.
Call me at 303.279.401k (4015)
I want to see you get on the right track.
I want to see you pursue your goals!
Together we can set out a plan to have you do exactly that!
Have a wonderful day and I look forward to hearing from you!