If You Have Questions, We Have Answers
“You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right.”
~ Warren Buffet
We have always believed that education is the most important aspect do doing anything well. It is certainly true with investing and financial planning. Unfortunately, many of the concepts utilized to pursue financial success to financial success are not widely taught in our formal educational system. Many are passed down from generation to generation, learned through extensive focused study, and experience. Realizing that this field is esoteric, we strive first and foremost to educate our clients so they have a complete understanding of their finances and potential factors that may impact their goals.
The following questions are those that we have been asked in the past, some which we feel are important that are rarely asked, and some that will highlight how we believe we are different than some advisors in our industry. We hope you learn something you didn’t know and thank you for reading our information.