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Generations Financial Advisors Tm

801 N Salisbury Blvd | Salisbury, 21801

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410- 742-0635 View location map Email

More information about Generations Financial Advisors Tm

Our Firm What You Should Expect From a Financial Advisory Firm We believe this is the section you should read if you want to find out what makes our firm more valuable than others to our clients. My company is committed to one task: helping our clients accomplish their unique financial goals. I do this by actively planning and monitoring for each client. You can get a team of professionals to assist you in the accomplishment of your goals at the same costs as a single advisor. We believe it takes a team of professionals to accomplish our clients? goals. Here?s why: 1. Experienced advisers are needed to stay up-to-date on our clients? investment management, current legislation, the economy, new investment vehicles, and most importantly what each client wants to accomplish. 2. To be successful in building a house you need building plans ? the same goes for accomplishing your financial goals. You need a plan to greatly increase your odds of succeeding, and a plan requires a planner. I have a financial professional whose job is to create and update our clients? plans. The plans are all customized for each client and are much more detailed (and valuable) than many plans you may see in our industry. We?re simply committed to creating excellent custom plans. They are critical to our clients? success. 3. To implement plans, we need superior administration, which takes high caliber staff. I have one administrator with a track history of making sure tasks get done with minimum effort by our clients. There is often a great deal of paperwork in this industry and we have the technology and personnel to greatly simplify the process. 4. After the above steps are achieved, a plan also requires ongoing monitoring. I currently review financial plans and clients? investment accounts on an annual basis for each client. Review is done more often as needed. I manage these reviews and present them to our clients. When tax laws change or new opportunities arise, these ?financial reviews? help insure that each of our clients is aware of the benefits that relate to them. I see our mission as a very simple and powerful one: together we establish goals, plan the steps to achieve them, implement the plan and monitor the results for each client. It is the difference between an individual planner or broker, and a financial advisory firm. As a financial advisory firm, we know that our process works and clients truly benefit from our active approach and personal contact. Call us to set up a time when you can meet us. We look forward to exceeding your expectations.

Generations Financial Advisors Tm Salisbury address and phone

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Last update: 2017-10-16 02:00:50