Just as prospective clients are screening us to see if we are a fit for them, we recognize that we are not going to be appropriate for everyone. Here are a few examples of where we know we would not be a fit.
- Individuals looking to outperform their neighbor (performance junkies).
- Individuals that do not listen to other professionals (those who continue to smoke when their doctor tells them they have emphysema).
Individuals trying to “time” the market.- Individuals looking for the five hot funds to buy NOW!
- Individuals that are looking for another financial professional when they already work with two or three.*
- Individuals who will not disclose their financial questions or concerns.
- Individuals only focusing on the short-term.
* We do not accept shared accounts. We take responsibility for the management of your retirement portfolio. We do not accept shared accounts for the same reason you would not have two family doctors – conflicting advice can produce disastrous results.
