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Our mission is to help clients achieve their goals, while providing
the assurance that our advice truly is objective. We have built
our practice on a Fee-Only approach, using flat-rate annual retainers,
billed at fixed quarterly amounts. This is different from a Fee-Based
operation where the advisor can charge a fee AND sell products for
a commission. Unlike most others, we are compensated solely by our
clients. Very few financial firms adhere to this standard. By doing
so, we always look at life from your side of the table. There is
no incentive for us to do otherwise. We put your interests
first®.
How do we provide value to clients?
The recent financial crisis has caused many individuals to abandon
their investment plans, injecting additional confusion and fear
into what normally is an emotional endeavor. We help individuals
identify and stay focused on their goals by developing and monitoring
plans attuned to their particular needs and concerns. Our clients
realize that successful investing is a long term process and that
handling the emotions of the market is a process better left to
an unbiased financial professional.
We spend the time to explain appropriate strategies and particular
investments so you can see how the decisions work together in harmony,
letting you focus on your life while we manage the financial mechanics.
The benefits of having an advisor relationship with Resolute Financial
include providing peace of mind, maintaining your investment focus,
and focusing on your goals. It is an investment in your future.
One measure of client satisfaction is client retention, and our
firm has enjoyed a retention rate in excess of 97% for each of the
past three years (2007 through 2009). Approximately half of our
new clients have been referred to us by existing clients. Other
sources of new clients include referrals from other professionals,
including Attorneys and CPAs, and from individuals who recognize
the expertise of the partners, and the critical importance of a
fee-only fiduciary relationship.
Is there more?
Resolute Financial is a partnership of three seasoned practitioners
in financial planning and investing. Clients always meet with at
least one of the partners during our meetings. We provide comprehensive
financial planning as part of our Total Financial Planning Services.
Your primary advisor also monitors your investments to provide a
best fit to your needs.
Each partner is a CFP® practitioner, and is required to complete
continuing education hours to maintain the CFP® certification.
Subject areas include investments, retirement strategies, tax &
estate planning, and ethics. Our financial planning expertise is
recognized by our peers, and we are invited to speak as subject
matter experts at NAPFA conferences. You benefit from the expertise
of all the partners when you are a client of the firm.
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