Engaging with Our Clients

The proper approach to working with clients involves:

1. First, clarifying their objectives.
2. Next, developing a tailored financial plan.
3. Finally, constructing a portfolio that aligns with their goals and plan.

Many in the industry tend to do this in the opposite order.

This material is for informational purposes only. It is not intended as and should not be used to provide investment advice and is not an offer to sell a security or a recommendation to buy a security.

Russ Kefauver is an Accredited Wealth Management Advisor℠ and Chartered Retirement Planning Counselor℠ with over fifteen years of financial planning experience.