When you think of financial planning, does the word “ease” come to mind? If you’ve dealt with large firms in the past or are new to investing, you may think of the process as complicated – a far cry from “easy.” At Googins Advisors, we take a simpler, more straightforward approach to wealth management. Why? Because while the discipline itself may be complex, the way it’s executed doesn’t have to be.
Here’s how we simplify the financial planning process – and ease your mind:
- Education first
Instead of diving into any decision, we educate you on the financial strategies appropriate for your circumstances and give sound advice in terms you can understand.
- More think time
We actively think about your portfolio and educate you on ways to improve your overall financial plan.
- In touch
You’ll hear from us often, even if it’s just to let you know that your plan is progressing as expected.
- Highly responsive
We think your time is valuable, so if you have a question for us we’ll answer it quickly.
- Easy new client process
We welcome you as a new client with a handshake and a cup of coffee, not a stack of confusing forms.
Wondering what it would be like to have a financial advisor who speaks your language and cares about your financial future as much as you do? Call us today to schedule a complimentary no-obligation consultation and you’ll understand that there’s a better way to reach your objectives…The Googins Way.