Our philosophy for those who were wondering.
We start with your goals.
Some advisors and brokers talk about ‘beating the market’ or ‘finding the next hottest thing’ but we aren’t those people. Our focus is the financial plan and implementing a long-term investment strategy that we can actually stick too.
We believe human-advisors > robo-advisors.
Yes there’s a process and we use amazing technology to streamline financial planning but your goals and situation are different than the next guy or gal. Plus robo-advisors don’t seem to really give a damn why your goals matter which is another reason why human-advisors > robo-advisors. (This is not a dig at the robo-advisor space, it’s perfect for some just not everyone.)
We understand that tomorrow is not promised and we want to plan for the future.
We don’t want folks to be so stressed-out planning that they forget to enjoy today. After all, life is about balance. You know like working out and enjoying chips and queso.
We know stuff and can phone a friend.
Our clients are smart and savvy folks who choose to focus their time and talent in areas other than finance. Which means it’s our job to provide up to date information on rules and regulations to empower them to make informed decisions. Even though my mom tells me I’m the smartest gal she’s met I still don’t know everything, so luckily we’ve got a deep bench of experienced specialists who we can loop in when needed.
* You are under no obligation to use the services of any entities referred, and may choose any qualified professional to provide services. These entities and their services are not affiliated with LPL and Liberty Financial.
We view money as a tool.
We don’t see money as good or bad. It’s a tool that gives you the freedom to do, be, have and give as you wish. It also allows our clients to voice their opinion regularly rather than waiting every two years when you cast your ballot.
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Asset allocation does not ensure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
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The opinions expressed do not necessarily reflect the views of LPL Financial.