What’s the right thing to do with your money now? Will your financial advisor be a “Big Producer” or a Craftsman? What’s your next move?
If you search online for a highly-rated financial advisor in Omaha, you will find reviews by such firms as AdvisoryHQ. We are pleased that America First Investment Advisors is often included.
Some of these reviews give great weight to how much money the financial advisor manages. Others look at more important details, such as the qualifications of employees and how the advisor is paid. All of these factors are important, but there’s another way to look at it, too.
Will Your Financial Advisor Be a Big Producer or a Craftsman?
There are people in every business who measure success by how much revenue they produce. They figure the customer knows enough to look after his own interests, and if he can be talked into buying something that’s more than he needs, well – that’s just good marketing.
But there are others who take pride in doing good work, even if it means they can only work with a limited number of clients. At the end of the day, they feel good knowing that they have treated others fairly. Craftsmen are like this.
We like to think we are, too.
So, What’s Your Next Move? Here’s Our Advice.
You’ve worked hard, watched expenses, and built savings. Congratulations on your success!
Our advice is to start with a simple financial outline. Later, you may want a comprehensive financial plan, which we can also provide. But a simple outline gets the ball rolling. It’s do-able. It also goes a long way toward getting you where you want to go.
It’s hard to beat our QuickStart for simplicity. We’ll help you consider your goals and savings plans, estimate your future income and expenses, understand investment risk, and see that important paperwork is up-to-date.
Your QuickStart becomes the starting point of the relationship we have with you. It helps us recommend strategies to help you achieve your goals. We’ll keep up-to-date through regular portfolio reviews, and we’ll recommend changes as needed.
You can read our Insights blog for financial planning tips, investment analysis and news about our company.