“To help our clients be the best trustees with the money God has entrusted to them”
The financial markets are not perfect, nor are people. When it comes to meeting the needs of our clients and doing the best we can, we take that very seriously.
There are three core competencies we believe are the foundation for any successful professional relationship.
When selecting your Wealth Advisor, make sure they get high marks in each of these areas.
Competency – Do they have the Experience, Training and Education to effectively be your Wealth Advisor?
Caring – Do they care about you? Having an advisory team that is vested in your success and wants you to be happy is an important part of your success.
Trust – Do they have a history of putting their client’s needs first? Do they have a reputation for truth and honesty? Do they use outside Custodians to help preserve their client’s money? Are they truly independent Advisors or are they employees of a Brokerage Firm or Bank? Can they truly be independent in their thinking and financial tools they use?
At the end of the day, what more can any person ask for in a professional relationship? But, we believe if any of these three components are missing, then your results may be compromised.
Our goal at Schindler Wealth Management, our 60 years of history, our professionals which are affiliated with LPL, the largest Independent Broker Dealer in the United States*, combined with our specialization in helping retirees preserve their financial future, is to give you the confidence that you have chosen the right Wealth Management Firm.
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.