It seems like it is getting harder and harder to get anyone to give you straight answers these days – in any industry.
Perhaps it’s the fear of losing a client, not getting a new account, or being forced by “corporate” to give a vague answer that leaves an escape hatch in case something goes wrong.
We don’t operate like that. We give direct answers even when we know it may not be what you want to hear. Our responsibility is to ensure you receive the advice you need in order to pursue your goals – or just seek to preserve what you have. For example, we may need to tell you to reduce portfolio risk, reduce lifestyle spending, stop giving money to your adult children, consider downsizing a home.
Your best interests are at the core of every piece of advice we give and every action we take.