It’s About More Than Money.
Advisors Financial was founded in 1985 when financial planning was a new specialty. The mission of our firm has never changed: to provide full-service financial planning through education and collaboration, with candid independent advice based on each client’s unique circumstances. Put more simply, our goal is to use our skills to give you the freedom to live your life without worrying if you are on the right path, financially. It’s about more than money!
What motivates us?
Each of us at Advisors Financial has been led to a career in financial planning through our personal or family financial experiences. And all of us enjoy the process of sorting through a complex financial situation and finding solutions. Even more importantly, we really treasure the relationships we have built with our clients over the years—we work with really great people.
As our advice plays out in their lives, each client’s successes bring us tremendous pride because we know we have made a difference. Sometimes it’s a big difference like figuring out how to retire by a specific date, and sometimes it’s quieter, like giving a client the freedom to move through their life with a sense of financial confidence and purpose. Either way, it’s gratifying to know that our hard work helps to makes peoples’ lives better.
What do you get?
When you work with Advisors Financial, you get dedicated professionals and an extraordinary team. Because our advisors are Certified Financial Planners™, we are held to a fiduciary standard, meaning that all advice is in the best interest of the clients. Your connection with your advisor will become one of the valued relationships in your life—this is someone who knows you well, is dedicated to your success, and will take care of all the financial details.
- Customized Financial Planning: Your individual goals are the basis for our work together—your financial plan stems from there.
- Collaborative Approach: We collaborate with you to address your financial planning needs. We will also work with your other advisors (e.g. CPA, insurance broker, attorney) to coordinate your financial plan.
- Fiduciary Standard: Since we are an independent firm, we have no mandate to sell any specific products. We use the investment solutions that are best for you.
- Educational Approach: Our educational approach makes sure you have a deep enough understanding of financial matters to make good decisions among the options we suggest.