For decades Financial Advisors have been stuck in the mold of spending every minute of everyday inside of meetings or on the phone. However, this prevents them from being able to focus on financial planning, and staying up to date with the latest academic information. As such, my goal is to provide you with more education and services by utilizing technology. Consequently, my preferred method of communication is through email. With email I am able to quickly and clearly answer client questions, as well as continue to send out up to date educational resources.
Additionally, we visit with our clients twice a year. This is on top of the unlimited email support we provide all year long. Furthermore, we provide four quarterly coaching sessions each year in our continued effort to keep our clients educated and empowered.
While many of our clients are located locally in Arkansas, we continue to work with many clients across the country. In this situation we utilize web conferencing, phone calls, and emails to stay connected.
At Guardian Financial we have an excellent support staff that is here to help you anytime you need it. All phone calls received will be handled directly by them. Consequently, if you are the type of person that wants to frequently talk over the phone then we most likely aren’t the right fit for you. In my experience, unscheduled phone calls that don’t have a clear purpose tend to waste time and detract from the quality of service I am able to provide. In contrast, a scheduled phone conference with a clear goal is incredibly beneficial and efficient.