Elsewhere, Dave talks about being the quarterback in the home. While we definitely have our own team of experts, we can work with others to ensure your program achieves your goals. This is what makes us unique as a firm. Over the years, we have become known as the best choice for the successful business owner or those in or near retirement. Bottom line – we are there to ensure you feel and know, that everything is being taken care of.
Our clients know that we treat them as individuals. We refer to the testimonials offered earlier. There is a constant theme… we truly care about them as human beings. Since the beginning, as your financial quarterback, we cover everything for you. This approach ensures that by working together, your goals will be achieved. Through our Holistic approach, we oversee your other professionals as your quarterback or “middle management”. We scrutinize every aspect of your situation and assess it within the scope of the whole picture. When we are done, your wealth management has been synergized.
Holism (from its origin, ‘holos’, a Greek word meaning all, whole, entire, total) is the idea that all the properties of a given system are interconnected and must be viewed as part of the whole, instead of as individually compartmentalized aspects.
It’s what makes us unique as a firm.
It’s what makes us the only choice for the successful entrepreneur, or the established retiree that wants to know everything is being taken care of.
It’s why we need to be selective about taking on new client commitments, and why we work off of referrals only instead of traditional marketing.
Unlike dealing with a representative at a large corporation, you are not a number when you work with us. You are a cherished partner in a relationship built around success.
Why do we cover so many areas for our clients? Because if we don’t, who is making sure the big picture is coming together properly? Our team is educated in multiple disciplines such as taxation, law, investment management and risk management, among others.
Through our holistic approach, we oversee your other professional affiliations as your “middle management”. We scrutinize every aspect of your situation and assess it within the scope of the whole picture. When we are done, your wealth management will be in complete synergy.
