Your Needs

There are many reasons why you may be considering a change of Advisor or investment approach. Our newest clients come to us for an exploratory conversation when they are...
 

• Concerned about inconsistent growth of their family’s investment or retirement portfolio;
   
• Fed up with no clearly articulated investment approach or one that is in constant flux;
   
• Feeling insecure about whose best interests are being served by the advice being given;
   
• Frustrated that they've been ‘sold’ an investment product rather than given individualized advice;
   
• Concerned that their savings would not be well protected during the next downturn;
   
• Feeling pressure to simplify and organize scattered investments/accounts; create a streamlined strategy for retirement or other important financial priorities they have;
   
• Disappointed with advisor turnover, poor service/ lack of consistent contact from the person handling their money;
   
• Tired of managing their investments and plan themselves and want help;
   
• Worried about their ability to achieve their version of financial independence due to ineffective advice; and/or
   
• Seeking advice with integrity, integrated with strategic financial planning.