March 7, 2016
How to pick a Financial Planner

How to become your Advisors best client

How to become your Advisors best client Reaching your financial goals may be easier than you think when it comes to getting help from your financial advisor. Unfortunately, there’s a misnomer in the industry that only the super affluent will get the best advice. However, the truth is most advisors work with average people and sometimes even a few people who have very little just because they like them. So how do you get to be one of those people who your advisor enjoys working extra hard for? There are a few steps to take that can keep you from feeling like the little fish in the big pond. For starters, know your goals. When someone comes to me and says, “Help me do this,” but they don’t have a realistic expectations for what they want, I immediately know the relationship could bring about a substantial amount of frustration for both the client and myself. It’s a lose-lose situation when this type of relationship develops. The advisor doesn’t know how to help the client accomplish what he is after and the client is going to be upset because the relationship was never defined. So it’s absolutely imperative that you go […]
February 29, 2016
Hands on Investing

Hands on Investing – Financially Simple

Hands on Investing  At Heritage Investors, we believe you should spend your time enjoying life, not worrying about your investments. To help ensure that you are confident with your investment strategy, we focus heavily on collaboration, education, and regular contact. By collaboration, we mean simply that we design your portfolio together, based on your goals, your values, and your emotional state. Unlike many large financial advisors, we don’t try to fit you into a selection of predetermined investment strategies. You will see how we focus on education both in the materials we send out—including monthly educational newsletters—and in our personal contacts. You may find the world of investing to be nerve-wracking, but it will be less so the more you know and understand. We arm you with knowledge. By regular contact we mean just that. The two biggest frustrations in our industry are from clients who never hear from their advisors and advisors who don’t return phone calls. We don’t let that happen. We meet with each of our clients face-to-face at least once a year, although it’s more likely to be two or three times a year. If you’re out of state, we come to you. Some of our clients are […]