The Financial Freedom Partners Difference
We recognize that selecting the “right” wealth management firm is a very individual decision and one that has the potential to provide you and your family with financial confidence. There is no such thing as a firm that is a perfect fit for everyone and we certainly do not expect to meet every prospective client’s needs. Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we welcome you to understand and embrace our approach.
We are an independent firm, free from third party influence. We offer unbiased, objective advice to help our clients make important decisions. As an independent fee-based advisory firm, we act as a fiduciary and have no connection with any investment group that encourages or influences us to sell their particular products. This independence allows us to focus on our clients’ needs rather than our own.
When you begin to consider that some advisors are compensated with commissions tied to proprietary products, you quickly realize that there is an inherent conflict of interest when one person who is managing your plan is also managing your portfolio. As an Investment Advisor Representative he is held to the fiduciary standard, which requires him to always act in the client’s best interests.
We have a pro-active mindset in regards to client service. Our clients enjoy coming in on a regular basis to review their financial portfolio and affairs. Clients know they are not an account number; rather, they are an integral part of our family of clients. Our focus is on listening, understanding, and caring about our clients’ concerns and then acting to provide assurance to complicated matters.
We spend a tremendous amount of time educating our clients on complexities of the financial industry. Our society does a very poor job of educating the population about personal finance. Our clients are able to make smart financial decisions because we take the time to explain in plain English, the basics of personal finance that everyone should know.
Some of the more common responses we hear from clients on why they enjoy working with our firm:
1. We are fee-based, meaning we're compensated only by our clients.
We receive no commissions from the sale of any products, and we will never try to sell you anything. We provide objective advice tailored to your specific needs. We respect you as a thoughtful and financially responsible person who knows the value of our fiduciary responsibility to you.
2. We help you clarify your goals, and we ensure that we understand them.
We take the time to help you define exactly what you want out of your life, your personal definition of fulfillment.
3. We conduct a comprehensive financial review.
We find that the most successful and effective plans are those in which all of the pieces are working together toward one common goal. We provide a comprehensive review of your financial assets and the integration of all the pieces.
4. We manage your financial plan and investments, keeping your goals in mind.
Financial planning is a process, not an event. We continually help you handle all the complicated procedural issues around money.
5. We act as a buffer between your emotions and your investment behavior.
Greed, hype, fear, despair, and pride can slip right past the rational mind and result in self-destructive financial decisions. We act as a buffer between your emotions and your investment behavior by providing meaningful intelligence, perspective, wisdom, experience, and expertise.
6. We remain in your corner throughout life’s transitions.
Along the way, your financial plan is updated as life changes occur. And as you achieve your goals, we'll help you identify your next challenges.