How do you know you’re on the best path to make the greatest impact to your financial future? On whom do you rely for advice and guidance? Does your financial advisor sell from a suite of investment products, or does he or she cast a wide net over a range of investment possibilities so that you are able to utilize what’s best for you?
Your financial life is uniquely personal. You have plans, dreams, values, and goals that are dependent on making highly informed decisions in order to live your best life and leave a powerful legacy. It makes sense to consider your options carefully. When you work with a Fee-Only Adviser, the focus shifts from the products that are available to working with you to find the best way of linking your financial resources with the relevant goals you’ve set. It’s a radical shift in thinking designed to help your financial choices have a positive impact during your life and give you opportunity to leave a powerful legacy.
If you spend a little time visiting the various areas of the Payne Wealth Partners and the Keystone Financial Consulting websites, you’ll begin to uncover how your financial life is about using your money to make a life rather than using your life to make money. This can only begin when we deeply learn about who you are and what’s most important in your life – your life today, your goals for tomorrow, and how you envision your family’s future. Only then can we examine how your financial resources can help you best fulfill your future life story. Our principles of relevancy, transparency, and generosity with our philosophy of empowering clients is so important to us that we created a video, giving you the opportunity to experience a little bit more about how these principles can help you.
Payne Wealth Partners and Keystone Financial Consulting operate under a fee-only structure – listening to who you are, collaborating with you to understand and create the financial future you envision, and helping impact your life in an honest, sincere way is why we exist.
I invite you to take a look at our homepage video, and if our philosophy appeals to you, let’s start a conversation.
Published: November 18, 2015
Author: Ann Pendley, CFP®
Phone: (812) 602-6304
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The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements.