Getting the Most Value from Your Financial Advisor

April 23, 2019
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You have an impressive financial portfolio that has specific needs. Make sure you’re taking advantage of the services your financial advisor can provide.

As your financial advisors, it’s our job to help you manage your sizable portfolio and maximize your wealth. Investors receive value from a financial advisor who actively supports all aspects of their financial well-being.

You benefit from our independence. As independent financial professionals, we take the time to learn about your needs, hopes, and concerns. Then we develop a comprehensive strategy to help you pursue your dreams. Whether your goals are simple or complex, you need a plan that includes a realistic strategy, actionable steps, and the financial advice to help you navigate the journey to your success.

Let us help you. Sometimes, new clients have trouble opening up about their money. Perhaps there are some unpleasant facts, embarrassments, or mistakes you are
hesitating to share. Don’t be afraid to be honest about your finances. Your financial advisor is on your side and will always act in your best interest.

Taking a holistic approach. Your advisor should be able to provide you with advice that’s backed by research, state-of-the-art technology, and innovative business models. The advice you receive should cover different areas of your financial life, including planning for your investments, insurance, taxes, retirement, and estate. It’s our job to help you preserve and grow your wealth.

A transparent compensation model. Financial advisors can offer you one or more pricing models. These include hourly fees based on time spent with you, fixed/flat fees, and/or a fee based on the assets we manage for you. Your advisor reviews the pros and cons of each model with you, and explains how it works and how they are compensated.

It’s OK to be demanding. Your advisor at M Financial works hard to earn your trust and to provide quality services. Nothing makes us happier than to learn about your specific needs and suggest plans that address your financial concerns. Call or email us today to schedule a fresh review of your finances, and let’s see how else we can be of value to you.

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