In 2009, Sue was looking for a financial planning firm. A friend from her days in the Peace Corps recommended she meet with a financial advisor.
“From the beginning, I was struck by the advisor’s business ethics and his intelligence,” said Sue. “I was impressed with his knowledge and how seriously he took his role as a financial planner and a fiduciary.”
Sue is serious about her finances and an avid planner. She spent her professional life in international banking and has always maxed out her 401k. “I can’t predict what will happen, but I want my money to last as long as I do,” she said.
Now that Sue has retired and is glad she sought out advice from a financial advisor. She’s even recommended her friend do the same. “My advisor has grown his firm very carefully. He finds people with the same philosophy he has. They’re smart and they focus on clients. They’ve been so helpful.”
A high level of trust
“One of the things I value most about working with my financial advisor is the feeling of confidence I have in them,” she says. “It’s hard to find this level of trust. While I keep track of my portfolio, I don’t have to delve as deeply into it as I would if I were handling it entirely alone. It saves me time and worry.”
“Some people treat saving and investing like a game, which makes no sense,” said Sue. “My advisor is serious and meticulous. I like that.”
A world traveler, Sue will visit Martinique next year, spends summers on Cape Cod, and is planning an upcoming trip to the Galápagos Islands.
The article listed above summarizes a hypothetical scenario developed to illustrate the kind of people we help and the problems we solve.