We appreciate you taking the time to learn a little more about us and how our financial planning services can help you and your family achieve your financial planning goals.
If you are reading this for the first time, feel free to click on our client kit to find more detailed information about us.
One of our primary goals at Family Financial is to educate our client families. We have found that families who are informed are less stressed when it comes to their financial plans, and are able to make confident decisions more efficiently. We encourage you to continue to educate yourself by reading our weekly newsletter. Newsletters will include helpful tips from our advisors, articles that discuss pertinent issues, updates on our office and other information that will keep you in-the-know.
In addition, we invite you to participate in our seasonal social events. We have found that these events are a great way for all of us to build upon the “office” relationship that our team has with you. Our social events are always just that – social. You will never hear a sales pitch or presentation, nor do we discuss your personal business in a social environment. Your privacy is of utmost importance to us.
Finally, if you are a current client who has benefited from our services, we would appreciate a referral to a family, friend, coworker, or business partner similar to yourself. All we ask is that you provide us with their name, state of residence, phone number, and email so that we can contact them and offer them our monthly newsletter. Please don’t keep us a secret!