CAREFUL CONVERSATIONS

Play it Forward

Many advisory conversations start by looking backward, leaning into your business’s history to find answers. Savvy leaders can find it challenging to make decisions about the future when much of the dialogue is entrenched in the past.

By definition, planning requires a forward-thinking dynamic. We trust that when provided with usable information you have the wisdom to make great choices. Our goal is to help you grasp the potential impact of each option on your business and your bottom line – so that you can move forward with confidence.

Play it Forward is the process by which we estimate specific outcomes for a selection of planning scenarios. We paint a detailed picture of the results of your decisions on the people they will most affect.

Keepers of Content

When it comes to advisory services, moving parts and overlapping disciplines – such insured benefits, retirement plans and compliance requirements – make it challenging to develop a comprehensive and cost-effective benefit offering for your valued employees.

This is why we developed the process we call Keepers of Content. We absorb, retain and integrate the moving parts of your financial assets with the unique needs of your corporate culture. We become educated in how you evaluate outcomes, and we hold that vantage point with you and for you throughout our ongoing relationship.

All Fee Cards Face Up

We believe that when the mystery of compensation is removed advisers become more objective and their recommendations become more aligned with the goals of the client. Buzz-words such as fee-only, transparency and open-architecture have become commonplace, yet outside the walls of the conference room, clients are still paying fees and expenses they are unaware of and receiving advice that is driven by unseen commissions.

There is a tremendous challenge here that extends beyond the financial impact. When you aren’t quite sure how you’re paying for services, it is tough to completely capitalize on the resources that will lead to your best decisions. It’s as if the fees themselves have a seat at the advisory table.

For five decades, we have held a firm belief and proactive practice around helping clients understand what they are paying and why. Our commitment to All Fee Cards Face Up means that we have a sincere interest and clear commitment to the success of your business.