Services
Services
Service is not a favor or a nice-to-have. It's a principle. A mindset.
Anyone can offer a service. And anyone does. As a rule, they’re transactional and range anywhere from poor to average to off the charts.
True service is a stand-out act.
It requires creativity, consistency, and courage. Anyone can say they care, but to demonstrate it requires something else entirely.
You can pay almost anyone to DO a thing. But no amount of money can help them be something to you that they haven’t earned.
We offer a range of services, yes, but we’re most proud of the level of service we provide. Not just by doing things for you, but being there with you, every step of the way.
Picture two hotel rooms. Both are clean and have the same amenities and cost $279 a night.
Hotel #1
- A king bed.
- Desk.
- Sofa.
- Closet.
- Mini fridge.
- Hot water.
Motel 6 off I-35 in Fort Worth
Hotel #2
- A king bed.
- Desk.
- Sofa.
- Closet.
- Mini fridge.
- Hot water.
Ritz Carlton in Waikiki
… $279 goes from being a decent price…to a steal.
There are plenty of basic rooms available for a decent price. But what if you could, for that same price, have the full spectrum of services and a beachfront view? Exactly.
Here's what service can look like. Which would you choose?
What Most Advisors Do
Investment manager selection & oversight
Asset allocation & rebalancing
What We Do
Investment manager selection & oversight
Asset allocation & rebalancing
Annual retirement forecasting
Risk management integration
Social security / Medicare planning
Critical 10 Planning
Estate plan and document review
Tax efficient strategies
Legacy & charitable planning
How is this possible?
While investing is absolutely part of what we do, leaving out the full picture of your financial life and everything it touches is not just myopic — it’s irresponsible.
We know that a more comprehensive approach is the only way to plan effectively. It’s also the right thing to do.
“But I’ve got a guy.”
We hear that a lot.
What we also hear is that they haven’t heard from that guy in a while.
The question isn’t "Do you have a guy?" but "Do you have a team?" Because it’s one of the things people like most about working with us — each of our clients has an ensemble of experts who are not only available, but know exactly who they are.
The irony is that traditional investment managers simply aren’t…invested.
Look, they’re not bad people (not all of them, anyway). For a long time, a financial service provider had one job: Invest your money.
The industry has evolved—but not everyone has. Today, anyone can move money from one account to another. That means there’s got to be a lot more to the advisor-client relationship than a series of transactions. Otherwise, what’s the point?
When you ask your advisor what they’re really invested in, the answer should be you.
What does thriving look like to you?
Let's find out how you can cultivate what you have, adapt to what's happening, and feel great about what's next.
It all starts with a conversation.
Let's Talk