Firstly, Our clients and their dreams and interests are diverse. And so are their needs. Some are exploring funds for new projects. Also, Others wish to travel, learn, continue working, or are simply focused on their legacy. Secondly, We believe our clients still trust in American institutions. Additionally, they want an advisor they trust as well.
Thirdly, Many have moved to California from the Midwest and bring with them honesty, integrity and authenticity. They come from communities where neighbor helps neighbor. And carry on that tradition to their transplanted home. As warm and caring people, they look to advisors who offer a human touch. Therefore, rather than a cold, online experience or an impersonal call center.
In conclusion, No matter their goals, we believe our clients want a unique plan and investment program. And as their retirement continues to evolve, their plans will need to evolve with them. In conclusion, this requires ongoing support, counsel and education throughout their lives.
Our clients want to replace income, preserve wealth, and leave a legacy for their families. They are not looking to make a new fortune. Clients simply want to know they will be taken care of. And that someone will be there for them whenever they have a question or need.
Your Life (Orion)- Is a way for you and your advisor to know how all of your accounts and investments are working together and performing at any given time.
Your Legacy (eMoney)- Will show us what your big picture goals are for you and your family. It is our planning tool to help plan your ideal retirement and to create living legacies.
Fidelity Clearing & Custody Solutions℠ provides clearing, custody and other brokerage services to Weaver Consulting Group through National Financial Services LLC, Member NYSE, SIPC. Click here to be redirected to your custodian’s website for access to your personal account information. Read moreherefor disclosures.