The Importance of Choosing the Right Financial Advisor
More often than not, I find that when clients contact my office for the first time, they are overwhelmed in some form or another. At times, clients are even skeptical in terms of trusting me and my team with their money. Every one of my clients is in a different phase of their life whether it is planning for retirement, general estate planning, or even business planning. Feeling comfortable with the team that you will be working with to manage your money in such a way that you will be financially comfortable is an absolute necessity when choosing a financial advisor and it is an element of my business that I firmly believe we provide to every single client at PFS Wealth Management Group.
Something that I have grown to understand while working in this field is that each client portfolio is personalized and dynamic in its own right. This is why I find the need for a Customer Care Needs Analysis so important. When you first meet with me or a member of my team to discuss your portfolio, we want to know details about how you have built your wealth regardless what the number attached to that wealth may be. We understand that you worked hard for the money that you have been able to save and what happens to that money is an important factor in your life!
Using our Customer Care Needs Analysis allows me to get to know you. The Analysis allows me to learn how comfortable you feel in terms of investments and what your short-term and long-term financial goals and expectations are for your life. Based off of your results, we are able to tailor a financial plan for you that would fit those parameters. The field of investments can ultimately be a very scary place for a client that is not familiar with it. I believe that it is my job as your advisor to formulate a plan that makes that realm feel as comfortable as your living room at home. There are no guarantees when it comes to investments, but I have been able to put a team together of people that understands the importance of working in close contact with each client to ensure that their goals are always kept in the forefront of every step of the process.
The team at PFS Wealth Management Group understands the vital role that a financial advisor plays in assisting you with your wealth management. We pride ourselves on understanding each of our client’s special and specific situations and building a money plan and strategy around your life. Our ultimate goal is consistently to provide you with a comprehensive plan to help ensure that your monetary concerns are resolved not just today but in years to come. Please call our office today at 888-331-2821 or e-mail us at email@example.com to schedule a no-obligation Customer Care Needs Analysis. For direct questions or concerns, please contact us through our contact form.
Vincent A. Virga