Hi, I’m Erik Wolfers. I’m the Managing Member of First & Main Financial. We’ve been providing financial planning and wealth management services since 2001. Today I’m going to talk a little bit about service levels.
We have clients who come to us for financial planning and then they want to become ongoing clients and use us for wealth management services. Because, once we’ve done a financial plan for them, we know everything about them and they can see the benefit of having a partner or teammate to help them reach their life goals with respect to their wealth and retirement and college education and those kinds of things.
Clients often times have accounts at various institutions or 401K accounts that they left from previous jobs and they don’t wan to aggregate the dollars because it’s a lot of work, and so we take care of all that for them and simplify their lives. Often times we can turn several accounts into one account.
And on an ongoing basis, when clients need transactional information for contributions to retirement accounts or tax forms, often times we respond to clients with those requests within seconds or minutes or almost always the same day at the worst.
We want to treat our clients the way that we would want to be treated, but we don’t make a big fuss about it; it doesn’t matter who who you are or how much wealth you have, we treat all of our clients the same.
So, if you’re looking for a partner with your finances overtime and you want your life to be easier and you want expert advice, we’re here for you.
If you are looking for some financial guidance; whether for a one time financial plan or continuing advice on your investments, we invite you to meet with a First & Main Financial planner for a free consultation. We would be more than happy to sit down with you, assess your situation and review our services to help navigate your financial future.
