This year, 2015, brings some fundamental changes to our office

It is that time of the year.  Time to reflect and build out our plans for the remainder of 2015. Hard to comprehend that almost 25% of the year has passed.  We are doing our spring cleaning in the office, the business plans, the client plans, etc.

We have committed to adding some new faces to the office this year.  We are currently training a new attorney to work with our niche, IRA accounts.  You may have heard of IRA Beneficiary Trusts in a previous message from me.  We are homing in on being able to provide the very best IRA beneficiary trust.  An IRA Beneficiary trust is not needed in all situations.  Let’s meet in late April to discuss if your family needs one.

We are also actively looking for additional advisers who align with our fiduciary model – the client first or client centered model.  Shockingly, this is not an industry mandated model.  Stock Brokers and Broker Dealers generally speaking do not care for this model.

To further this project I will be creating and heading up a best practices study group.  The groups mission is to define how to best serve clients and teach other advisers our client care system.

We have been providing financial planning to our clients and prospective clients for a few years.  As we continue to evaluate our processes and look where we can make improvements we see a huge opportunity.  The opportunity is to enhance our financial plans and offer, for an annual fee, revisions to the plans.  NOTE: Reviewing investment progress is a given.

Reviewing that your retirement plan is still on track is priceless.  This is not a fit for all clients.  Call to see if this something you should consider.

We are also reviewing our planning model and pricing.  We will be raising the pricing for financial plans and review of current holdings, those held away from Onesta and Calrima.  We do invest a large amount of time working with prospective clients.  We believe the new pricing will make sense to those who are appropriate to work with us.

We continue to be committed to our fans (clients).

Make 2015 the year of the hug!