1). Because most financial representatives and estate planners spend the majority of their time looking for new customers, they spend little time serving their existing customers. We are different. We accept new clients by referral only, and that means 100% of our time and attention is focused on serving you and meeting YOUR needs. We build lifelong relationships one person at a time. In return, we hope that you are so pleased with your experience that you will gladly refer your friends, family and acquaintances. Remember, don’t keep us a secret.
2). As independent brokers we are not linked with any investment company, therefore we can offer a variety of investment options. We have the freedom to search the available investment options to identify those that are best suited to each client’s goals and objectives.
3). We meet regularly with our clients to review account status and make changes as appropriate. Before we end each meeting we set our next appointment. This is beneficial in staying on track with our clients financial goals.
4). We ask for client evaluation of our service standards. Because we work By Referral Only it is imperative our service meets / exceeds your expectations so that you will be confident when referring your family and friends to Financial Celebrations.
5). We offer our clients a bi-annual update of their overall financial status as a minimum. Updating and modifying your financial plan is crucial to the client’s ability to obtain their goals.
6). We host numerous educational & Social events throughout the year, including Retirement events, Client Appreciation Dinner, Client Advisory Board Meeting, Social Security and Medicare Workshops.